# JOSEPH THOMAS WIEGAND

JOSEPH THOMAS WIEGAND is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with APPLE TREE ASSET MANAGEMENT, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [APPLE TREE ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/298437) | 2021-03-17 | present | Yes |
| [CONCORDE ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/140367) | 2014-08-01 | 2021-03-16 | — |
| [DAVID R. KERN ASSET MANAGEMENT](https://search.stillhousedata.com/firm/115364) | 2014-02-10 | 2014-02-11 | — |
| [AMERICAN PORTFOLIOS ADVISORS, INC](https://search.stillhousedata.com/firm/112697) | 2011-04-18 | 2014-08-04 | — |
| [CETERA WEALTH SERVICES, LLC](https://search.stillhousedata.com/firm/13572) | 2009-03-26 | 2010-12-31 | — |
| [SHELTON FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/123318) | 2004-06-28 | 2009-04-07 | — |
| [BLUE VASE SECURITIES, LLC](https://search.stillhousedata.com/firm/46765) | 2003-05-06 | 2005-10-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4435170)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4435170.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.