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.
Feed of 09/14/2026
Also filed as Zac Barnett
At current firm
1 y
since Mar 13, 2025
In the industry
10 y
since Aug 1, 2016 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Edward Jones national BD currentsince Mar 13, 2025 · St. Louis, Mo
- Keel Point, LLC independent RIAMay 7, 2021 to Jan 27, 2023 · Huntsville, Al
- Harlow Wealth Management, Inc. independent RIAJan 27, 2021 to Apr 12, 2021 · Vancouver, Wa
- Edward Jones national BDApr 16, 2020 to Jan 15, 2021 · Maryland Heights, Mo
- Rfg Advisory, LLC independent RIANov 26, 2019 to Apr 1, 2020 · Madison, Al
- Edward Jones national BDDec 14, 2018 to Oct 22, 2019 · Tuscaloosa, Al
Moves
a registration end followed by a registration begin elsewhere
- Keel Point, LLC to Edward Jonesleft Jan 27, 2023, registered Mar 13, 2025 (776 days) · RIA to affiliated broker-dealer or bank
- Harlow Wealth Management, Inc. to Keel Point, LLCleft Apr 12, 2021, registered May 7, 2021 (25 days) · RIA to RIA
- Edward Jones to Harlow Wealth Management, Inc.left Jan 15, 2021, registered Jan 27, 2021 (12 days) · Affiliated broker-dealer or bank to independent RIA
- Rfg Advisory, LLC to Edward Jonesleft Apr 1, 2020, registered Apr 16, 2020 (15 days) · RIA to affiliated broker-dealer or bank
- Edward Jones to Rfg Advisory, LLCleft Oct 22, 2019, registered Nov 26, 2019 (35 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Zackery Barnett left Keel Point, Llc for Edward Jones (registered 2025-03-13)Jan 27, 2023 · Advisor changed firm · fact
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
- National broker-dealer RIAderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address