DFX Intelligence

Data Factory

RIA / WealthAdvisor19 years in industry

ERIK CECIL BARNES

Advisor at RETIREMENT PORTFOLIO PARTNERS

WARRENVILLE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dee238f3-ebe5-94c0-c91f-ac2313f147cc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 17, 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: RETIREMENT PORTFOLIO PARTNERS
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: Nov 13, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Nov 13, 2006
First registration: Jan 17, 2007
Dual registered: no
IAPD individual key: 5199473

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
RETIREMENT PORTFOLIO PARTNERS	State registered	Aug 8, 2012	n/a	yes	WARRENVILLE, IL	Current employment
RETIREMENT PORTFOLIO PARTNERS	State registered	May 3, 2011	Dec 31, 2011	no	WARRENVILLE, IL	Previous registration
HARBOR FINANCIAL SERVICES, LLC	Former SEC adviser	Oct 19, 2009	Jul 13, 2010	no	OSWEGO, IL\|DALLAS, TX	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	May 13, 2008	Sep 10, 2009	no	PLAINFIELD, IL\|OSWEGO, IL	Previous registration
EDWARD JONES	National bd RIA	Jan 17, 2007	Apr 29, 2008	no	ST LOUIS, MO\|MONTGOMERY, IL\|YORKVILLE, IL	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
HARBOR FINANCIAL SERVICES, LLC	RETIREMENT PORTFOLIO PARTNERS	Jul 13, 2010	May 3, 2011	294	Firm change	Other
NEXT FINANCIAL GROUP, INC.	HARBOR FINANCIAL SERVICES, LLC	Sep 10, 2009	Oct 19, 2009	39	Firm change	Other
EDWARD JONES	NEXT FINANCIAL GROUP, INC.	Apr 29, 2008	May 13, 2008	14	Firm change	Other

Relationships

Registered with (4)

→ RETIREMENT PORTFOLIO PARTNERSRegistered adviserregistration: previous registration
May 3, 2011 to Dec 31, 2011factForm ADV
→ HARBOR FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 19, 2009 to Jul 13, 2010factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
May 13, 2008 to Sep 10, 2009factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jan 17, 2007 to Apr 29, 2008factForm ADV

Dated events

No dated event names this entity yet.