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Advisor at BARNES WEALTH MANAGEMENT GROUP
BAKERSFIELD, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BARNES WEALTH MANAGEMENT GROUP | Independent wealth | Dec 15, 2015 | n/a | yes | BAKERSFIELD, CA | Current employment |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Sep 16, 2014 | Nov 2, 2015 | no | BAKERSFIELD, CA|SAN RAFAEL, CA | Previous registration |
| FINANCIAL TELESIS, INC. | Former SEC adviser | May 3, 2011 | Nov 17, 2014 | no | BAKERSFIELD, CA|SAN RAFAEL, CA | Previous registration |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Sep 4, 1998 | May 4, 2011 | no | BAKERSFIELD, CA|BAKERSFIELD, CA|BAKERSFIELD, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | BARNES WEALTH MANAGEMENT GROUP | Nov 2, 2015 | Dec 15, 2015 | 43 | Firm change | Other |
| FINANCIAL TELESIS, INC. | GLOBAL RETIREMENT PARTNERS LLC | Nov 17, 2014 | Sep 16, 2014 | -62 | Firm change after gap | Other |
| PRINCIPAL SECURITIES, INC. | FINANCIAL TELESIS, INC. | May 4, 2011 | May 3, 2011 | -1 | Firm change | Other |