Edward Vincent Barone

Employer firm

Kintra Wealth, LLC CRD 299407

$1.50B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → 10/2018
  Wilmington Trust, N.A.
  Williamsport, PA
• 06/2010 → 10/2018
  M&T Securities
  Williamsport, PA
• 10/2018 → 01/2019
  Commonwealth Financial Network
  Waltham, MA
• 01/2019 → Present
  Evergreen Wealth Solutions, Llc
  Williamsport, PA

Previous Registrations

• 2018-10-31 → 2019-04-05
  Commonwealth Financial Network
  Williamsport, PA
• 2010-07-08 → 2018-10-30
  M&T Securities, Inc.
  Wilkes-Barre, PA
  Avis, PA
  Williamsport, PA
  Lock Haven, PA
  Mill Hall, PA
  Millville, PA
  Danville, PA
  Williamsport, PA
  Dushore, PA
  Bloomsburg, PA
  Berwick, PA
  Montoursville, PA
  Pennsdale, PA
  Williamsport, PA
  Harrisburg, PA
  Williamsport, PA
  Timonium, MD
• 2008-07-25 → 2010-06-11
  Voya Financial Advisors, Inc.
  Williamsport, PA
  Williamsport, PA

Other Businesses

Fixed insurance sales, as an Agent, under the name Evergreen Wealth Solutions; As of 10/31/2018; Approximately 5-10% time spent during securities trading hours per month; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-03
• S63 Uniform Securities Agent State Law Examination
  2000-10-03