Joseph Barry Bailey

Employer firm

Integrity Capital Management CRD 142693

$181M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2006 → Present
  Integrity Capital Management, Llc
  Bluff City, TN

Previous Registrations

• 2004-03-26 → 2006-12-19
  Lpl Financial Llc
  Kingsport, TN
  Johnson City, TN
• 2006-11-02 → 2006-12-13
  Gaam Wealth Advisors, Inc.
  Kingsport, TN
• 2004-06-15 → 2004-12-13
  Gilbert Advanced Asset Management, Inc.
  Johnson City, TN

Other Businesses

1. OWNER OF B-SQUARED CONSULTING LLC, NOT INVESTMENT RELATED, TECHNOLOGY AND COMPLIANCE CONSULTING, STARTED 3/2016, 20 TO 40 HOURS A MONTH PROVIDING CONSULTING SERVICES.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-12-15

Designations

• Certified Financial Planner