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
John Curtis Barth
Feed of 09/14/2026
At current firm
2 y
since Oct 2, 2023
In the industry
11 y
since Aug 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
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
- Nationwide Investment Advisors, LLC BD affiliated currentsince Oct 2, 2023 · Columbus, Oh
- Fidelity Personal And Workplace Advisors formerSep 2, 2021 to Nov 29, 2022 · Seattle, Wa
- Edward Jones national BDMar 25, 2021 to Jun 29, 2021 · Seattle, Wa
- Edward Jones national BDJan 8, 2019 to Sep 30, 2020 · Richland, Wa
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Nationwide Investment Advisors, LLCleft Nov 29, 2022, registered Oct 2, 2023 (307 days) · Affiliated broker-dealer or bank to another
- Edward Jones to Fidelity Personal And Workplace Advisorsleft Jun 29, 2021, registered Sep 2, 2021 (65 days) · Affiliated broker-dealer or bank to another
Signals
- John Curtis Barth left Fidelity Personal And Workplace Advisors for Nationwide Investment Advisors, Llc (registered 2023-10-02)Nov 29, 2022 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address