Joseph Conner Ward is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with REFINED WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| REFINED WEALTH LLC | 2025-08-26 | present | Yes |
| QUOTIENT WEALTH PARTNERS, LLC | 2024-11-08 | 2025-09-05 | — |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | 2022-12-02 | 2024-08-27 | — |