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
Scott Joseph Barnas
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
5 y
since Apr 13, 2021
In the industry
29 y
since Jun 5, 1997 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Aprio Wealth Management, LLC independent RIA currentsince Apr 13, 2021 · Atlanta, Ga
- MML Investors Services, LLC BD affiliatedMar 25, 2017 to Jan 20, 2021 · Peachtree Corners, Ga
- Msi Financial Services, Inc. formerMay 1, 2012 to Mar 25, 2017 · Springfield, Ma
- New England Securities Corporation formerMay 1, 2012 to Jan 2, 2015 · New York, Ny
- Morgan Stanley wirehouseJun 1, 2009 to Dec 21, 2011 · Purchase, Ny
- Citigroup Global Markets Inc. BD affiliatedJan 12, 1998 to Jun 1, 2009 · Sarasota, Fl
Moves
a registration end followed by a registration begin elsewhere
- MML Investors Services, LLC to Aprio Wealth Management, LLCleft Jan 20, 2021, registered Apr 13, 2021 (83 days) · Affiliated broker-dealer or bank to independent RIA
- Msi Financial Services, Inc. to MML Investors Services, LLCleft Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- New England Securities Corporation to Msi Financial Services, Inc.left Jan 2, 2015, registered May 1, 2012 (-976 days) · corporate re-registration, not a move
- Morgan Stanley to New England Securities Corporationleft Dec 21, 2011, registered May 1, 2012 (132 days) · Other
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (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
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address