Joshua G. Barbin

ABICH FINANCIAL WEALTH MANAGEMENT

Ashburn, VA 20147

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CRD#: 6539016

Professional summary

Joshua G Barbin, CIMA®, CPWA®, who also goes by Joshua Gleason Barbin, Joshua Barbin, is a registered financial advisor currently at ABICH FINANCIAL WEALTH MANAGEMENT, LLC located in Ashburn, Virginia.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Joshua has worked at 8 firms and has passed the Series 66, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua Gleason Barbin | Joshua Barbin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Magellan Federal - Personal Financial Coaching. Not investment related. Assist clients with personal financial coaching questions. Conflicts of interests have been limited by Magellan Federal, not a source of potential clients, no solicitation. Conduct 40 hours a week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua G Barbin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

CPWA^®

Certified Private Wealth Advisor

Start date: 2021-08-17

Expire date: 2025-03-31

Experience

Current

August 14, 2024 - Present

ABICH FINANCIAL WEALTH MANAGEMENT, LLC

Office #1: 20135 Lakeview Center Plaza #110, Ashburn, VA 20147

RIA

CRD#: 310633

Ashburn, VA

Past

April 27, 2024 - August 7, 2024

ALTERNATIVE FINANCIAL PLANNING

RIA

CRD#: 329572

VIRGINIA BEACH, VA

Past

January 4, 2023 - December 1, 2023

THE CONNEMARA GROUP, LLC

RIA

CRD#: 281262

Cody, WY

Past

January 7, 2022 - October 3, 2023

ALTERNATIVE FINANCIAL PLANNING

RIA

CRD#: 317582

CODY, WY

Past

April 21, 2021 - August 18, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Johnstown, PA

Past

April 21, 2021 - August 18, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Johnstown, PA

Past

March 20, 2020 - April 23, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

JOHNSTOWN, PA

Past

March 20, 2020 - April 23, 2021

LPL FINANCIAL LLC

CRD#: 6413

JOHNSTOWN, PA

Past

October 14, 2019 - January 9, 2020

EDWARD JONES

RIA

CRD#: 250

Johnstown, PA

Past

September 20, 2019 - January 9, 2020

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

January 7, 2016 - July 24, 2017

AMERISERV WEALTH ADVISORS INC

RIA

CRD#: 105846

JOHNSTOWN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ABICH FINANCIAL WEALTH MANAGEMENT, LLC

CRD#: 310633 / SEC#: 801-128570

RIA

Registered Investment Advisory firm - (8/15/2023 Approved)

Maryland

Registered Investment Advisory firm - (9/29/2023 Terminated)

Virginia

Registered Investment Advisory firm - (8/25/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(8/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/11/2019

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/7/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/20/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/27/2019

Securities Industry Essentials Examination

Current Firm

ABICH FINANCIAL WEALTH MANAGEMENT, LLC

CRD#: 310633 / SEC#: 801-128570

RIA

Registered Investment Advisory firm - (8/15/2023 Approved)

Maryland

Registered Investment Advisory firm - (9/29/2023 Terminated)

Virginia

Registered Investment Advisory firm - (8/25/2023 Terminated)

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Contact information

Main Address

20135 Lakeview Center Plaza #110, Ashburn, VA 20147

Mailing Address

Phone number

(571) 577-9968

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A SEC (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,040
AUM (Assets Under Management)	$ 227,599,529

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Joshua G. Barbin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua G Barbin's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALTERNATIVE FINANCIAL PLANNING

THE CONNEMARA GROUP, LLC

ALTERNATIVE FINANCIAL PLANNING

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

AMERISERV WEALTH ADVISORS INC

Primary Firm SEC Registration

ABICH FINANCIAL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/11/2019

Series 65

Date: 1/7/2016

Series 7TO

Date: 9/20/2019

SIE

Date: 8/27/2019

Current Firm

ABICH FINANCIAL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ABICH FINANCIAL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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