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.

Current firm

BARKER 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

Sep 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Nov 25, 2020

First registration

Mar 5, 2021

Dual registered

no

IAPD individual key

6829472

• Occurred

  Jun 30, 2023
  Advisor changed firm

  Charles A Petitjean left Cable Hill Partners, Llc for Barker Wealth Management, Llc (registered 2023-07-14)

  Form ADVobserved 6 days ago
• Occurred

  May 24, 2022
  Advisor changed firm

  Charles A Petitjean left Barker Wealth Management, Llc for Cable Hill Partners, Llc (registered 2022-05-31)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4b399975-a88a-0481-abb9-b210b86a70d1

First observed

Mar 5, 2021

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.