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Joshua Burch Heims

LINCOLN SPARROW ADVISORS, LLC·WILLIAMSVILLE, New York
SIE, Series 7, Series 65, Series 66Clean record2 years registeredLINCOLN SPARROW ADVISORS, LLC
5920 MAIN STREET, WILLIAMSVILLE, NY 14221CRD# 4676576Firm CRD# 167632

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Burch Heims · WILLIAMSVILLE, NY
Registration
CRD #4676576 · LINCOLN SPARROW ADVISORS, LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

CETERA INVESTMENT ADVISERS LLC
Sep 2025 – present
AVANTAX ADVISORY SERVICES
Oct 2023 – Sep 2025
Williamsville, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 65
Series 66
Registration record
First registered · October 30, 2023
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LINCOLN SPARROW ADVISORS, LLC
CRD 167632 · SEC 801-78073
AUM
$39M
Regulatory assets under management
Employees
3
172 client accounts
Services offered by LINCOLN SPARROW ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LINCOLN SPARROW ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Joshua Burch Heims offer?
Joshua Burch Heims specializes in Financial Planning, Investment Management. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are Joshua Burch Heims's credentials?
Joshua Burch Heims is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Burch Heims located?
Joshua Burch Heims is based in WILLIAMSVILLE, New York, working with LINCOLN SPARROW ADVISORS, LLC. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.
How does Joshua Burch Heims charge for services?
Joshua Burch Heims's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINCOLN SPARROW ADVISORS, LLC?
LINCOLN SPARROW ADVISORS, LLC has approximately 3 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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