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Advisor at BARKER WEALTH MANAGEMENT, LLC
CAMAS, WA
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 |
|---|---|---|---|---|---|---|
| BARKER WEALTH MANAGEMENT, LLC | Independent wealth | Jul 24, 2015 | n/a | yes | CAMAS, WA | Current employment |
| CLARK NUBER WEALTH MANAGEMENT | State registered | Nov 3, 2016 | Nov 8, 2024 | no | Portland, OR|BELLEVUE, WA|CAMAS, WA | Previous registration |
| ETESIAN WEALTH ADVISORS, INC. | Independent wealth | Nov 3, 2014 | Jun 1, 2015 | no | WEST LINN, OR | Previous registration |
| THREADLINE WEALTH | Independent wealth | Jan 28, 2014 | Nov 3, 2014 | no | PORTLAND, OR|BELLEVUE, WA | Previous registration |
| PK FINANCIAL STRATEGIES, LLC | n/a | May 26, 2011 | Apr 2, 2012 | no | PHOENIX, AZ | Previous registration |
| 1ST GLOBAL ADVISORS INC | Former SEC adviser | Feb 7, 2002 | May 3, 2012 | no | PHOENIX, AZ|EUGENE, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLARK NUBER WEALTH MANAGEMENT | n/a | Nov 8, 2024 | n/a | n/a | Departure no registered destination | Departure |
| ETESIAN WEALTH ADVISORS, INC. | BARKER WEALTH MANAGEMENT, LLC | Jun 1, 2015 | Jul 24, 2015 | 53 | Firm change | Other |
| THREADLINE WEALTH | ETESIAN WEALTH ADVISORS, INC. | Nov 3, 2014 | Nov 3, 2014 | 0 | Firm change | Other |
| 1ST GLOBAL ADVISORS INC | PK FINANCIAL STRATEGIES, LLC | May 3, 2012 | May 26, 2011 | -343 | Firm change after gap | Other |
| PK FINANCIAL STRATEGIES, LLC | THREADLINE WEALTH | Apr 2, 2012 | Jan 28, 2014 | 666 | Firm change after gap | Other |