Joseph Edward Barrios

Current Employers

Heritage Financial Counselors, Llc

442 Main Street (Route 202), Bedminster, NJ 07921 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-04-10
NY	RA	APPROVED	2026-04-02

NJ RA
APPROVED

Since 2026-04-10
NY RA
APPROVED

Since 2026-04-02

Branch Locations

Oyster Bay, NY • United States

442 Main Street (Route 202), Bedminster, NJ 07921 • 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
Heritage Financial Counselors, Llc	Bedminster	NJ	02/2026	Present
University At Buffalo	Buffalo	NY	03/2016	09/2017
Fiduciary Trust Company International	New York	NY	09/2017	07/2023
The Fortez Group	Huntington	NY	10/2023	01/2026

02/2026 → Present

Heritage Financial Counselors, Llc

Bedminster, NJ
03/2016 → 09/2017

University At Buffalo

Buffalo, NY
09/2017 → 07/2023

Fiduciary Trust Company International

New York, NY
10/2023 → 01/2026

The Fortez Group

Huntington, NY

Other Businesses

Atlas Sports, LLC; not investment-related; 114-35 209th Street, Cambria Heights, NY 11411; Sports Business Consulting/Athlete Representation; Member; started 01/2022; approximately 15 hours per month, none during securities trading hours; provide mentorship/advice.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-03-16

S65 Uniform Investment Adviser Law Examination

2026-03-16