Joshua Thomas Chamblin

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/2017 → 07/2021
  Wells Fargo Clearing Services, Llc
  Decatur, IL
• 06/2015 → 08/2017
  Ipi Wealth Management, Inc.
  Decatur, IL
• 07/2021 → 03/2023
  Raymond James Financial Services, Inc.
  Decatur, IL
• 07/2021 → 03/2023
  Raymond James Financial Services Advisors, Inc.
  Decatur, IL
• 07/2021 → 03/2023
  First Mid Bank & Trust
  Decatur, IL
• 08/2017 → Present
  Decatur Municipal Band/City Of Decatur, Il
  Decatur, IL
• 03/2023 → 05/2025
  Grove Point Investments Llc
  Rockville, MD
• 03/2023 → 05/2025
  Grove Point Advisors Llc
  Rockville, MD
• 01/2022 → Present
  Millikin University
  Decatur, IL
• 05/2025 → Present
  Lpl Financial Llc
  Chicago, IL

Previous Registrations

• 2023-03-30 → 2025-05-01
  Grove Point Advisors, Llc
  Decatur, IL
  Chicago, IL
  Rockville, MD
• 2021-07-02 → 2023-04-05
  Raymond James Financial Services Advisors, Inc
  Decatur, IL
  Decatur, IL
• 2017-10-13 → 2021-07-07
  Wells Fargo Clearing Services, Llc
  Decatur, IL

Other Businesses

1. 05/01/2025- Chamblin Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/31/2023- 200 Hours Per Month- 141 Hours During Trading 2. 05/01/2025- City of Decatur Illinois Municipal Band- Outside/W-2 Employment- Not INV Related- At Decatur, IL- Start date 08/01/2017- 32 Hours Per Month

Exams

• S66 Uniform Combined State Law Examination
  2017-10-13

Other Names

• Josh Chamblin
• Joshua Thomas Chamblin
• Joshua Chamblin