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JOSEPH JORDAN MCINTOSH
CRD#: 5042174
IA
Investment Adviser
B
Broker
LPL FINANCIAL LLCCRD#: 6413 329 North State Street
GREENFIELD, IN 46140
Registration History
200620082010201220142016201820202022202420262 FIRMS2023 - Present (1 year)BOSAIC WEALTH, INC. (CRD# 23131)2017 - 2023 (5 years)BNATIONAL PLANNING CORPORATION (CRD# 29604)2014 - 2017 (3 years)BH.D. VEST INVESTMENT SERVICES (CRD# 13686)2005 - 2014 (8 years)IAOSAIC WEALTH, INC. (CRD# 23131)2021 - 2023 (2 years)
License(s)

State Registrations

B
Arizona 10/26/2023

B
New Mexico 9/26/2023

B
Florida 9/26/2023

B
Ohio 9/26/2023

B
Illinois 6/27/2024

B
Pennsylvania 9/26/2023

IA
Indiana 9/25/2023

B
South Dakota 2/7/2024

B
Indiana 9/26/2023

B
Tennessee 1/10/2025

B
Kentucky 9/26/2023

B
Wisconsin 2/7/2024

B
Michigan 9/26/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
LPL FINANCIAL LLC (CRD#:6413)
329 North State Street, GREENFIELD, IN 46140
329 NORTH STATE STREET, GREENFILED, IN 46140
Registered with this firm since 9/26/2023

IA
LPL FINANCIAL LLC (CRD#:6413)
329 North State Street, GREENFIELD, IN 46140
329 NORTH STATE STREET, GREENFILED, IN 46140
Registered with this firm since 9/25/2023

Previous Registration(s)
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IA
05/26/2021 - 09/28/2023 OSAIC WEALTH, INC. (CRD#:23131) GREENFIELD, IN
B
10/24/2017 - 09/28/2023 OSAIC WEALTH, INC. (CRD#:23131) GREENFIELD, IN
B
07/21/2014 - 10/18/2017 NATIONAL PLANNING CORPORATION (CRD#:29604) GREENFIELD, IN
B
11/17/2005 - 08/01/2014 H.D. VEST INVESTMENT SERVICES (CRD#:13686) KNIGHTSTOWN, IN
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.