James Robert Barchiesi

Current Employers

Polymath Capital Advisors, Llc.

Glastonbury, CT • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2021-12-11

CT RA
APPROVED

Since 2021-12-11

Branch Locations

Glastonbury, CT • United States

Easton, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Integrated Wealth Strategies, Llc	Stroudsburg	PA	09/2015	Present
Worksite Ventures, Worksite Capital Partners, Lp	Stroudsburg	PA	08/2015	Present
Innovation Garden, Llc	Stroudsburg	PA	12/2014	Present
U.S. Immigration & Customs Enforcement Foundation	Stroudsburg	PA	10/2013	Present
P3 Capital	Norwalk	CT	10/2020	Present

09/2015 → Present

Integrated Wealth Strategies, Llc

Stroudsburg, PA
08/2015 → Present

Worksite Ventures, Worksite Capital Partners, Lp

Stroudsburg, PA
12/2014 → Present

Innovation Garden, Llc

Stroudsburg, PA
10/2013 → Present

U.S. Immigration & Customs Enforcement Foundation

Stroudsburg, PA
10/2020 → Present

P3 Capital

Norwalk, CT

Other Businesses

NAME OF THE OTHER BUSINESS: WORKSITE VENTURES, WORKSITE CAPITAL PARTNERS, LP WHETHER THE BUSINESS IS INVESTMENT-RELATED: YES ADDRESS OF THE OTHER BUSINESS: STROUDSBERG, PA NATURE OF THE OTHER BUSINESS: LIMITED PARTNERSHIP POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: CHAIRMAN/FOUNDER START DATE OF YOUR RELATIONSHIP: 08/2015 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 2 NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 0 NAME OF THE OTHER BUSINESS: INNOVATION GARDEN, LLC WHETHER THE BUSINESS IS INVESTMENT-RELATED: YES ADDRESS OF THE OTHER BUSINESS: STROUDSBERG, PA NATURE OF THE OTHER BUSINESS: INVESTMENTS IN EARLY STATE COMPANIES POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: MEMBER START DATE OF YOUR RELATIONSHIP: 12/2014 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 4 NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 2 DUTIES RELATING TO THE OTHER BUSINESS: MEMBER ONLY NAME OF THE OTHER BUSINESS: U.S. IMMIGRATION & CUSTOMS ENFORCEMENT FOUNDATION WHETHER THE BUSINESS IS INVESTMENT-RELATED: Y ADDRESS OF THE OTHER BUSINESS: STROUDSBERG, PA NATURE OF THE OTHER BUSINESS: FOUNDATION ENDOWMENT POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: EXECUTIVE DIRECTOR START DATE OF YOUR RELATIONSHIP: 10/2013 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 8 NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 4 DUTIES RELATING TO THE OTHER BUSINESS: EXECUTIVE DIRECTOR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-12-11
S63	Uniform Securities Agent State Law Examination	2007-07-09

S65 Uniform Investment Adviser Law Examination

2021-12-11
S63 Uniform Securities Agent State Law Examination

2007-07-09