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Inactive

Kacie Joellen Swartz

Black Barn Financial, LLC

Austin, TX

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Current Employers
Black Barn Financial, Llc

2305 Hancock Drive, Ste. 105, Austin, TX 78756 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-16
  • TX RA
    APPROVED
    Since 2022-12-16

Branch Locations

2305 Hancock Drive, Ste. 105, Austin, TX 78756 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stone Asset Management, Inc. Austin TX 09/2013 12/2022
Black Barn Financial Llc Austin TX 12/2022 01/2023
Black Barn Financial, Llc Austin TX 01/2023 Present
Previous Registrations
  • 2013-10-07 → 2022-12-15
    Dba Stone Wealth Management
    Austin, TX
  • 2009-12-18 → 2013-09-04
    Thornburg Investment Management Inc
    Santa Fe, NM
  • 2009-02-11 → 2009-05-12
    Thornburg Investment Management Inc
    Santa Fe, NM
  • 2005-08-15 → 2008-09-08
    Truist Investment Services, Inc.
    Memphis, TN
    Memphis, TN
    Memphis, TN
    Memphis, TN
    Memphis, TN
    Memphis, TN
    Germantown, TN
    Memphis, TN
    Collierville, TN
    Memphis, TN
    Memphis, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-12
S63 Uniform Securities Agent State Law Examination 2003-01-22
  • S66 Uniform Combined State Law Examination
    2005-08-12
  • S63 Uniform Securities Agent State Law Examination
    2003-01-22
Designations
Other Names
  • Kacie Joellen Stitt
  • Kacie Joellen Stitt

View on SEC IAPD

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ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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