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Joshua Paul Barnes

Legacy Advisors, LLC

Plymouth Meeting, PA

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Current Employers
Legacy Advisors, Llc

5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-02
  • PA RA
    APPROVED
    Since 2026-03-02

Branch Locations

5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • 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
OrganizationCityStateFromTo
Sei Investments Oaks PA 08/2024 02/2026
Boston College Chestnut Hill MA 09/2020 05/2024
Ocean City High School Ocean City NJ 09/2016 06/2020
Legacy Advisors, Llc Plymouth Meeting PA 02/2026 Present
  • 08/2024 → 02/2026
    Sei Investments
    Oaks, PA
  • 09/2020 → 05/2024
    Boston College
    Chestnut Hill, MA
  • 09/2016 → 06/2020
    Ocean City High School
    Ocean City, NJ
  • 02/2026 → Present
    Legacy Advisors, Llc
    Plymouth Meeting, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-23
  • S65 Uniform Investment Adviser Law Examination
    2024-12-23
Other Names
  • Joshua Barnes

View on SEC IAPD

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