Joseph Whiteman Bartholomew

Current Employers

Employment History

• 02/2014 → 02/2021
  Bb&T Securities
  Richmond, VA
• 02/2021 → 02/2024
  Truist Investment Services, Inc.
  Richmond, VA
• 02/2021 → 02/2024
  Truist Advisory Services, Inc.
  Atlanta, GA
• 02/2024 → Present
  Rockefeller Financial Llc
  Richmond, VA

Previous Registrations

• 2021-02-17 → 2024-02-05
  Truist Advisory Services, Inc.
  Richmond, VA
  Richmond, VA
• 2014-03-10 → 2021-02-17
  Bb&T Securities, Llc
  Richmond, VA
  Richmond, VA
• 2009-06-01 → 2014-03-10
  Morgan Stanley
  Richmond, VA
  Richmond, VA
• 2009-04-09 → 2009-06-01
  Citigroup Global Markets Inc.
  Richmond, VA
  Richmond, VA
• 2005-06-30 → 2009-05-06
  Truist Investment Services, Inc.
  Richmond, VA
  Richmond, VA
• 2002-06-21 → 2005-06-30
  Truist Securities, Inc.
  Richmond, VA
• 1997-02-24 → 2002-07-01
  Ubs Financial Services Inc.
  Richmond, VA

Other Businesses

LONGWOOD UNIVERSITY FOUNDATION POSITION: Board Member (pending) NATURE: Board Member for the Longwood University Foundation. This is an endowment/ 501(c)(3) nonprofit organization supporting the vision and goals of Longwood University. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/23/2020 ADDRESS: Lancaster G28, 201 High Street, Farmville VA 23909

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-08
• S63 Uniform Securities Agent State Law Examination
  1996-10-25

Other Names

• Joe Bartholomew