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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

BARTON JOSEPH KERSHNER

Advisor at GALLAGHER FIDUCIARY ADVISORS, LLC

Rockville, MD

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Feb 22, 2007 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: GALLAGHER FIDUCIARY ADVISORS, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 3, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 3, 2007
First registration: Feb 22, 2007
Dual registered: yes, broker-dealer
Other names: BARTON JOSEPH KERSHNER
IAPD individual key: 5144164

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
GALLAGHER FIDUCIARY ADVISORS, LLC	Institutional manager	Apr 15, 2022	n/a	yes	Rockville, MD	Current employment
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 19, 2016	Mar 31, 2022	no	ROCKVILLE, MD\|Rockville, MD\|AUSTIN, TX	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Mar 27, 2015	Sep 22, 2016	no	ROCKVILLE, MD	Previous registration
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Sep 17, 2014	Jan 8, 2015	no	ROCKVILLE, MD\|SAN RAFAEL, CA	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	Oct 23, 2013	Dec 24, 2014	no	SAN RAFAEL, CA\|ROCKVILLE, MD	Previous registration
GLASS JACOBSON WEALTH ADVISORS	Independent wealth	Jan 25, 2013	Aug 6, 2013	no	OWINGS MILLS, MD	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	Nov 18, 2010	Jan 2, 2013	no	SAN RAFAEL, CA\|ROCKVILLE, MD	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Nov 12, 2010	no	ANNAPOLIS, MD	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Feb 22, 2007	Jun 1, 2009	no	ANNAPOLIS, MD	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
KESTRA ADVISORY SERVICES, LLC	GALLAGHER FIDUCIARY ADVISORS, LLC	Mar 31, 2022	Apr 15, 2022	15	Bulk transfer	Other
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2016	Apr 19, 2016	-156	Bulk transfer	Other
GLOBAL RETIREMENT PARTNERS LLC	NFP ADVISOR SERVICES, LLC	Jan 8, 2015	Mar 27, 2015	78	Firm change	Other
FINANCIAL TELESIS, INC.	GLOBAL RETIREMENT PARTNERS LLC	Dec 24, 2014	Sep 17, 2014	-98	Firm change after gap	Other
GLASS JACOBSON WEALTH ADVISORS	FINANCIAL TELESIS, INC.	Aug 6, 2013	Oct 23, 2013	78	Firm change	Other
FINANCIAL TELESIS, INC.	GLASS JACOBSON WEALTH ADVISORS	Jan 2, 2013	Jan 25, 2013	23	Firm change	Other
MORGAN STANLEY	FINANCIAL TELESIS, INC.	Nov 12, 2010	Nov 18, 2010	6	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (8)

→ GALLAGHER FIDUCIARY ADVISORS, LLCRegistered adviserregistration: current employment
Apr 15, 2022 to presentfactForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 19, 2016 to Mar 31, 2022factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Mar 27, 2015 to Sep 22, 2016factForm ADV
→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: previous registration
Sep 17, 2014 to Jan 8, 2015factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Oct 23, 2013 to Dec 24, 2014factForm ADV
→ GLASS JACOBSON WEALTH ADVISORSRegistered adviserregistration: previous registration
Jan 25, 2013 to Aug 6, 2013factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Nov 12, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Feb 22, 2007 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.