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

BARTON FINANCIAL GROUP LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Dec 16, 2013

First registration

Mar 10, 2017

Dual registered

no

Other names

ZACHARY ALEXANDER SLOVAK BARTON

IAPD individual key

6225400

• Occurred

  May 31, 2023
  Advisor changed firm

  Zachary A Barton left Eagle Strategies Llc for Barton Financial Group Llc (registered 2023-05-30)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8697c6bf-d50f-d49a-9e64-c28f104a8dd4

First observed

Mar 10, 2017

Last observed

Sep 14, 2026 5 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.