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
Barton Joseph Kershner
Certified Financial Planner
Feed of 09/14/2026
Also filed as Barton Joseph Kershner
At current firm
4 y
since Apr 15, 2022
In the industry
19 y
since Feb 3, 2007 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Gallagher Fiduciary Advisors, LLC institutional currentsince Apr 15, 2022 · Rockville, Md
- Kestra Advisory Services, LLC BD affiliatedApr 19, 2016 to Mar 31, 2022 · Rockville, Md
- Nfp Advisor Services, LLC formerMar 27, 2015 to Sep 22, 2016 · Rockville, Md
- Global Retirement Partners LLC institutionalSep 17, 2014 to Jan 8, 2015 · Rockville, Md
- Financial Telesis, Inc. formerOct 23, 2013 to Dec 24, 2014 · San Rafael, Ca
- Glass Jacobson Wealth Advisors independent RIAJan 25, 2013 to Aug 6, 2013 · Owings Mills, Md
- Financial Telesis, Inc. formerNov 18, 2010 to Jan 2, 2013 · San Rafael, Ca
- Morgan Stanley wirehouseJun 1, 2009 to Nov 12, 2010 · Annapolis, Md
- Citigroup Global Markets Inc. BD affiliatedFeb 22, 2007 to Jun 1, 2009 · Annapolis, Md
Moves
a registration end followed by a registration begin elsewhere
- Kestra Advisory Services, LLC to Gallagher Fiduciary Advisors, LLCleft Mar 31, 2022, registered Apr 15, 2022 (15 days) · corporate re-registration, not a move
- Nfp Advisor Services, LLC to Kestra Advisory Services, LLCleft Sep 22, 2016, registered Apr 19, 2016 (-156 days) · corporate re-registration, not a move
- Global Retirement Partners LLC to Nfp Advisor Services, LLCleft Jan 8, 2015, registered Mar 27, 2015 (78 days) · Other
- Financial Telesis, Inc. to Global Retirement Partners LLCleft Dec 24, 2014, registered Sep 17, 2014 (-98 days) · Other
- Glass Jacobson Wealth Advisors to Financial Telesis, Inc.left Aug 6, 2013, registered Oct 23, 2013 (78 days) · Other
- Financial Telesis, Inc. to Glass Jacobson Wealth Advisorsleft Jan 2, 2013, registered Jan 25, 2013 (23 days) · Other
- Morgan Stanley to Financial Telesis, Inc.left Nov 12, 2010, registered Nov 18, 2010 (6 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
- Institutional managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address