Tracie Karr

Current Employers

Employment History

• 07/2015 → Present
  Pensionmark Financial Group, Llc Dba Wealthpath
  Santa Barbara, CA
• 07/2015 → 12/2017
  Capfinancial Securities, Llc
  Raleigh, NC
• 09/2017 → 01/2018
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 01/2018 → Present
  St. Bernard Financial Services, Inc.
  Russellville, AR

Previous Registrations

• 2011-06-17 → 2015-12-31
  Pks Advisory Services, Llc
  Rogers, AR
  Albany, NY
• 2004-01-02 → 2010-08-31
  Lpl Financial Llc
  Springdale, AR
  Tulsa, OK
  Tulsa, OK
• 2003-01-16 → 2004-01-08
  Equitable Advisors, Llc
  Tulsa, OK

Other Businesses

(1) TK Financial; Non-Investment Related; 2221 S Edwards Rd., Fayetteville, AR 72701; Insurance; 12/1/2004; 6 hours per month; 3 hours during trading hours; Helping clients with insurance products such as, dental, life, vision, health, long term care, disability, Medicare Supplements, Medicare Advantage & prescription drug coverage. (2)KARR CONSTRUCTION,KARR INC; NON INVESTMENT RELATED; 2221 S. Edwards Rd, Fayetteville AR.72701;Rental Properties (owned by spouse); Secretary; 03/01/2019; 1 hour per month; 0 hours during trading hours; Record minutes at the meetings (3) Karr Farms; NON INVESTMENT RELATED; Small Horse Farm, Breeding hourses; 2221 S. Edwards Rd, Fayetteville AR 72701; President; 9/1/2006; 1 hour per month; 0 hours during trading hours; General upkeep of livestock. 4) Wealthpath,18 W Colt Square, Fayettville ,AR 72703. Sellign securities through St Bernard Financial Services, Inc., 30 hours a week during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-12-23

Other Names

• Tracie Lynn True
• Tracie Lynn Karr