Joseph A Metcalf

Current Employers

Vestia Personal Wealth Advisors

9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2020-06-04

MO RA
APPROVED

Since 2020-06-04

Branch Locations

St Louis, MO • United States

9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • 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
Edward Jones	St Louis	MO	07/2007	04/2017
Buckingham Asset Management, Llc	St. Louis	MO	04/2017	01/2019
Mosaic Family Wealth Llc	St Louis	MO	08/2019	11/2019
Unemployed	St. Louis	MO	02/2019	07/2019
Vestia Personal Wealth Advisors	Fort Wayne	IN	06/2020	Present
Unemployed	St Louis	MO	12/2019	05/2020

07/2007 → 04/2017

Edward Jones

St Louis, MO
04/2017 → 01/2019

Buckingham Asset Management, Llc

St. Louis, MO
08/2019 → 11/2019

Mosaic Family Wealth Llc

St Louis, MO
02/2019 → 07/2019

Unemployed

St. Louis, MO
06/2020 → Present

Vestia Personal Wealth Advisors

Fort Wayne, IN
12/2019 → 05/2020

Unemployed

St Louis, MO

Previous Registrations

2019-09-04 → 2019-10-15

Mosaic Family Wealth, Llc

St. Louis, MO
2017-04-14 → 2019-05-22

Buckingham Strategic Wealth, Llc

St Louis, MO
2007-12-13 → 2017-04-03

Edward Jones

St. Louis, MO

Other Businesses

Integration Strategies Group LLC, not investment related, 11/1/2019 start date, 15-20 hours per month. My duties are consulting on technology and software integration

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-12-11

S66 Uniform Combined State Law Examination

2007-12-11

View on SEC IAPD