JOSEPH WINLOCK CHASE is an investment adviser representative (IAR) with state registration records since 2013, appearing at 3 firms. Currently registered with SCS CAPITAL MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SCS CAPITAL MANAGEMENT LLC | 2025-03-03 | present | Yes |
| LAKE STREET ADVISORS | 2017-04-25 | 2025-03-11 | — |
| LAKE STREET ADVISORS, LLC | 2013-03-19 | 2017-04-20 | — |