DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Barbara Ann Barnhart

U.S. Bancorp Advisors, LLCBD affiliatedTipp City, Oh dual registrantIAPD 2247465

Feed of 09/15/2026

Also filed as Barb Barnhart

At current firm

0 y

since Feb 13, 2026

In the industry

23 y

since Aug 7, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

U.S. Bancorp Advisors, LLC BD affiliated current
since Feb 13, 2026 · Sidney, Oh
U.S. Bancorp Investments, Inc. former
Jan 12, 2015 to Feb 13, 2026 · Saint Paul, Mn
J.P. Morgan Securities LLC wirehouse
Oct 1, 2012 to Jan 15, 2015 · Wapakoneta, Oh
Chase Investment Services Corp. former
Jul 6, 2005 to Oct 1, 2012 · Sidney, Oh
Banc One Securities Corporation unclassified
Jan 26, 2005 to Jul 6, 2005 · Wapakoneta, Oh

Moves

a registration end followed by a registration begin elsewhere

U.S. Bancorp Investments, Inc. to U.S. Bancorp Advisors, LLC
left Feb 13, 2026, registered Feb 13, 2026 (0 days) · corporate re-registration, not a move
J.P. Morgan Securities LLC to U.S. Bancorp Investments, Inc.
left Jan 15, 2015, registered Jan 12, 2015 (-3 days) · Other · moved with a team
Chase Investment Services Corp. to J.P. Morgan Securities LLC
left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
Banc One Securities Corporation to Chase Investment Services Corp.
left Jul 6, 2005, registered Jul 6, 2005 (0 days) · corporate re-registration, not a move

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address