DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner11 years in industry

Joshua G Barbin

Advisor at ABICH FINANCIAL WEALTH MANAGEMENT, LLC

ASHBURN, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eabd24cf-68bd-ffe7-cd74-44dc16893ba5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Jan 7, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ABICH FINANCIAL WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S65
First exam: Jan 7, 2016
First registration: Jan 7, 2016
Dual registered: no
Other names: Joshua Gleason Barbin|Joshua Barbin
IAPD individual key: 6539016

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ABICH FINANCIAL WEALTH MANAGEMENT, LLC	Independent wealth	Aug 14, 2024	n/a	yes	ASHBURN, VA	Current employment
ALTERNATIVE FINANCIAL PLANNING	n/a	Apr 27, 2024	Aug 7, 2024	no	VIRGINIA BEACH, VA	Previous registration
THE CONNEMARA GROUP, LLC	Former SEC adviser	Jan 4, 2023	Dec 1, 2023	no	GAITHERSBURG, MD\|Cody, WY	Previous registration
ALTERNATIVE FINANCIAL PLANNING	n/a	Jan 7, 2022	Oct 3, 2023	no	CODY, WY	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Apr 21, 2021	Aug 18, 2021	no	GREENSBURG, PA\|Johnstown, PA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 20, 2020	Apr 23, 2021	no	JOHNSTOWN, PA	Previous registration
EDWARD JONES	National bd RIA	Oct 14, 2019	Jan 9, 2020	no	Johnstown, PA\|ST LOUIS, MO	Previous registration
AMERISERV WEALTH ADVISORS INC	Other adviser	Jan 7, 2016	Jul 24, 2017	no	JOHNSTOWN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALTERNATIVE FINANCIAL PLANNING	ABICH FINANCIAL WEALTH MANAGEMENT, LLC	Aug 7, 2024	Aug 14, 2024	7	Firm change	Other
THE CONNEMARA GROUP, LLC	ALTERNATIVE FINANCIAL PLANNING	Dec 1, 2023	Apr 27, 2024	148	Firm change	Other
ALTERNATIVE FINANCIAL PLANNING	THE CONNEMARA GROUP, LLC	Oct 3, 2023	Jan 4, 2023	-272	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	ALTERNATIVE FINANCIAL PLANNING	Aug 18, 2021	Jan 7, 2022	142	Firm change	Other
LPL FINANCIAL LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Apr 23, 2021	Apr 21, 2021	-2	Firm change	Ibd to ibd
EDWARD JONES	LPL FINANCIAL LLC	Jan 9, 2020	Mar 20, 2020	71	Firm change	Ibd to ibd
AMERISERV WEALTH ADVISORS INC	EDWARD JONES	Jul 24, 2017	Oct 14, 2019	812	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
250:6413:MO:2020-01-09	Jan 9, 2020	Mar 20, 2020	ST LOUIS, MO	Firm change

Relationships

Registered with (7)

→ ABICH FINANCIAL WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Aug 14, 2024 to presentfactForm ADV
→ ALTERNATIVE FINANCIAL PLANNINGRegistered adviserregistration: previous registration
Apr 27, 2024 to Aug 7, 2024factForm ADV
→ THE CONNEMARA GROUP, LLCRegistered adviserregistration: previous registration
Jan 4, 2023 to Dec 1, 2023factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Apr 21, 2021 to Aug 18, 2021factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 20, 2020 to Apr 23, 2021factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Oct 14, 2019 to Jan 9, 2020factForm ADV
→ AMERISERV WEALTH ADVISORS INCRegistered adviserregistration: previous registration
Jan 7, 2016 to Jul 24, 2017factForm ADV

Dated events

Occurred
Aug 7, 2024
Advisor changed firm
Joshua G Barbin left Alternative Financial Planning for Abich Financial Wealth Management, Llc (registered 2024-08-14)
Form ADVobserved 6 days ago
Occurred
Dec 1, 2023
Advisor changed firm
Joshua G Barbin left The Connemara Group, Llc for Alternative Financial Planning (registered 2024-04-27)
Form ADVobserved 6 days ago
Occurred
Oct 3, 2023
Advisor changed firm
Joshua G Barbin left Alternative Financial Planning for The Connemara Group, Llc (registered 2023-01-04)
Form ADVobserved 6 days ago