Brenda Anne Barrett

Current Employers

Employment History

• 05/2006 → 11/2018
  Jhfn Sii
  Boston, MA
• 01/2015 → Present
  Allegiance Financial Advisors, Inc.
  Jacksonville, FL
• 11/2018 → Present
  Osaic Wealth, Inc.
  Jacksonville, FL

Other Businesses

1) DELLA PORTA AGENCY, LLC POSITION: Insurance Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/25/2006 ADDRESS: 3112 St. Johns Bluff Rd. S., Jacksonville FL 32246, United States DESCRIPTION: Insurance Broker 2) FAMILY HERITAGE LIFE INS POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 6001 East Royalton Road, Suite 200, Cleveland OH 44147, United States DESCRIPTION: receives a passive residual income from former employer 3) DP BROKERAGE, INC. POSITION: Insurance Broker NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/25/2006 ADDRESS: 3112 St. Johns Bluff Rd. S., Jacksonville FL 32246, United States DESCRIPTION: Insurance Broker 4) ALLEGIANCE FINANCIAL ADVISORS, INC. POSITION: Investment Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/06/2015 ADDRESS: 3112 St. Johns Bluff Rd Sl, Jacksonville FL 32246, United States DESCRIPTION: IRIA

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-27
• S63 Uniform Securities Agent State Law Examination
  2004-09-02

Other Names

• Brenda Barrett