Kathryn F. Barton

Current Employers

Employment History

• 01/2010 → Present
  Gwn Securities Inc.
  Palm Beach Gardens, FL
• 01/2010 → Present
  Latitude Advisors, Llc
  Vero Beach, FL
• 01/2014 → Present
  Offutt Barton & Schlitt, Llc
  Vero Beach, FL

Previous Registrations

• 2002-01-18 → 2009-12-31
  Medallion Advisory Services, Llc
  Vero Beach, FL

Other Businesses

INSURANCE AGENT, SAME ADDRESS SINCE 2000. LIFE, HEALTH AND ANNUITY SALES. INVESTMENT RELATED; 1HR/MONTH INVESTMENT ADVISOR REP, LATITUDE ADVISORS, LLC, VERO BEACH, FL, SINCE 01/2010, INVESTMENT RELATED; 45 HOURS / MONTH VERO BEACH ROTARY CHARITIES FOUNDATION POSITION: TREASURER NATURE: THE FOUNDATION IS A 501(C)(3) ORGANIZATION THAT DONATES TO LOCAL YOUTH CHARITIES AND GIVES SCHOLARSHIPS. INVESTMENT RELATED: NO NUMBER OF HOURS: 4 INVESTMENT HOURS: 1 START: 04/12/1996 ADDRESS: PO BOX 643224, VERO BEACH FL 32964 DESCRIPTION: ACCOUNTING, PREPARE THE FORM 990,,AND VOTE WITH OTHER,BOARD MEMBERS,ON,SELECTION OF THE DONEES OF CHARITABLE DONATIONS MADE BY THE VERO BEACH ROTARY CHARITIES FOUNDATION., THIS FOUNDATION IS COMPOSED OF MEMBERS OF,THE LOCAL VERO BEACH ROTARY CLUB OF WHICH I AM A MEMBER. OFFUTT BARTON SCHLITT CPA POSITION: PARTNER NATURE: CERTIFIED PUBLIC ACCOUNTANTS INVESTMENT RELATED: NO NUMBER OF HOURS: 150 INVESTMENT RELATED HOURS: 150 START DATE: 01/01/2013 ADDRESS: 3003 CARDINAL DRIVE, SUITE C, VERO BEACH FL 32963 DESCRIPTION: PERFORM ACCOUNTING SERVICES, RETIREMENT AND INCOME TAX PLANNING, AND TAX PREPARATIONSERVICES FOR INDIVIDUALS, BUSINESSES, ESTATES AND TRUSTS. VERO BEACH YACHT CLUB START: 10/25 POSITION: VOLUNTEER BOARD MEMBER AND TREASURER HOURS: 1.5/WEEK ADDRESS: 3601 RIO VISTA BLVD VERO BEACH FL 32963 DESCRIPTION: BOARD MEETINGS AS WELL AS ACCOUNTING SERVICES FOR THE CLUB. SEBASTIAN CHARTER JUNIOR HIGH SCHOOL POSITION: BOARD MEMBER, TREAS NATURE: THE "BUSINESS" IS A NOT FOR PROFIT CHARTER JUNIOR HIGH SCHOOL THAT IS PART OF THE INDIAN RIVER COUNTY PUBLIC SCHOOL SYSTEM. INVESTMENT RELATED: NO NUMBER OF HOURS: 6 INVESTMENT RELATED HOURS: 0 START DATE: 05/01/2014 ADDRESS: 782 WAVE ST, SEBASTIAN FL 32958 DESCRIPTION: THE BOARD MEMBERS MEET WITH THE PRINCIPAL AND SCHOOL DIRECTOR ONCE MONTHLY (AND AS NEEDED) TO GIVE DIRECTION TO SCHOOL POLICY AND MISSION AND TO REVIEW BUDGET. VNA and Hospice Foundation, a Director on the board, since 2018. Address: 1110 35th Lane, Vero Beach, Florida 32960.The chief responsibility of board is to fund raise and provide funds to the VNA and Hospice of the Treasure Coast for the Hospice House operation and home nursing services provided regardless of patient's ability to pay. The organization is a 501 c 3. Time commitment of about 3 hours per month. Board directors are not compensated. Humane Society of Vero Beach, a Director on the board since 2018. Address: 6230 77th St., Vero Beach, Florida 32967. Board responsibilities include visioning and mission setting for the organization, hiring and evaluations of its CEO, review of its financial reporting. Time commitment is 6 hours monthly. Board directors are not compensated. It is a not for profit 501 C 3 organization.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-30