Joseph Pell Bartmess

Current Employers

Employment History

• 11/2011 → 09/2022
  Sagepoint Financial
  Phoenix, AZ
• 09/2022 → Present
  Lvz, Inc.
  Holland, MI

Previous Registrations

• 2011-11-15 → 2022-09-30
  Osaic Services, Inc.
  Chesterfield, MO
  Wildwood, MO
• 2007-04-18 → 2011-11-18
  Next Financial Group, Inc.
  Chesterfield, MO
  Kennett, MO
  Houston, TX
  Wildwood, MO
• 1999-02-11 → 2007-03-05
  Edward Jones
  Chesterfield, MO

Other Businesses

1) JOSEPH BARTMESS; INSURANCE; ADDRESS: 615 Dartmouth Terrace Court, Wildwood MO 63011, United States 100% OWNERSHIP; POSITION: AGENT; 2% TIME SPENT; 100% OWNERSHIP; 2) WILDWOOD FAMILY YMCA; NOT INVESTMENT RELATED; 2641 HIGHWAY 109, WILDWOOD, MO 63040; BRANCH BOARD OF ADVISORS DIRECTOR; SINCE 01/23/2014; 1-HR/MTH; 0 DURING SECURITY HOURS; PROVIDE GUIDANCE AND LEADERSHIP TO THE YMCA BRANCH. THE ROLE INCLUDES FUNDRAISING, COMMUNITY ENGAGEMENT, PROGRAM DEVELOPMENT, FINANCIAL DILIGENCE AND BUDGET INTEGRITY IN ACCORDANCE WITH THE POLICIES AND PROCEDURES ESTABLISHED BY THE YMCA OF GREATER ST. LOUIS AND ITS BOARD OF DIRECTORS 3) FINANCIAL PARTNER GROUP, LLC; ADDRESS: 615 Dartmouth Terrace Court, Wildwood MO 63011, United States POSITION: Owner NATURE: Operating Business & Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 4SECURITIES TRADING HOURS: 0 START DATE: 07/01/2007 DESCRIPTION: Owner of Financial Partner Group LLC 4) Canterbury Enterprises, Inc.; Address: 7728 Weil Avenue, St Louis, Missouri 63119; Position: Board of Directors; Nature: Non-Profit Board Member; Investment Related: No; Number of Hours: 1; Securities Trading Hours: 0; Start Date: 01/01/2025; Description: Non-Profit; Canterbury assists individuals with on-the-job training. 5) Manchester United Methodist Church; Address: 129 Woods Mill Road, Manchester, Missouri 63011; Position: Leadership Board; Nature: Non-Profit / Church; Investment Related: No; Number of Hours: 1; Securities Trading Hours: 0; Start Date: 01/01/2025; Description: Non-Profit; Church Leadership Board 6) The Rotary Club of West St Louis County; Address: P O Box 1431 Ballwin MO 63022; Position: Board of Director - Public Image; Nature: Non-Profit; Investment Related: No; Number of Hours: 5; Securities Trading Hours: 4; Desctiption: Service Club, board position 7) American Financial Education Alliance; Address: 349 Copperfield Blvd NE Ste-L#106, Concord, NC 28025; Position: Chapter President for Saint Clair County, IL #5101; Nature: Education Seminars; Investment Related: No; Number of Hours: 4; Securities Trading Hours: 2; Start Date: 01/05/2026; Description: Teaching Seminars

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-14
• S63 Uniform Securities Agent State Law Examination
  1990-10-17

Other Names

• Joe P Bartmess