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Mercedes Gabrielle Barker

Equilibria Wealth Management, LLC

Katy, TX

CRD 5232805

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Employer firm

Equilibria Wealth Management, LLC CRD 311785

$130M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Equilibria Wealth Management, Llc

24285 Katy Freeway Suite 300, Katy, TX 77494 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-12-15
  • TX RA
    APPROVED
    Since 2020-12-15

Branch Locations

24285 Katy Freeway Suite 300, Katy, TX 77494 • 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
Equilibria Wealth Management Katy TX 05/2010 Present
Summit Brokerage Services Inc Odessa TX 08/2015 09/2019
Summit Financial Group Inc Katy TX 08/2015 11/2020
Cetera Advisor Networks Llc Katy TX 09/2019 11/2020
Insurance Agent Katy TX 02/2008 Present
Equilibria Earth, Dba Fruit & Me Katy TX 11/2016 03/2025
Mercedes Barker, Llc, Dba Your Divorce Financial Analyst Katy TX 10/2017 Present
Gabrianna Llc Dba Gabrianna Realty Katy TX 07/2018 Present
  • 05/2010 → Present
    Equilibria Wealth Management
    Katy, TX
  • 08/2015 → 09/2019
    Summit Brokerage Services Inc
    Odessa, TX
  • 08/2015 → 11/2020
    Summit Financial Group Inc
    Katy, TX
  • 09/2019 → 11/2020
    Cetera Advisor Networks Llc
    Katy, TX
  • 02/2008 → Present
    Insurance Agent
    Katy, TX
  • 11/2016 → 03/2025
    Equilibria Earth, Dba Fruit & Me
    Katy, TX
  • 10/2017 → Present
    Mercedes Barker, Llc, Dba Your Divorce Financial Analyst
    Katy, TX
  • 07/2018 → Present
    Gabrianna Llc Dba Gabrianna Realty
    Katy, TX
Previous Registrations
Other Businesses

1) NAME OF OTHER BUSINESS: MERCEDES BARKER, LLC, DBA YOUR DIVORCE FINANCIAL ANALYST; NON-INVESTMENT RELATED ADDRESS: 2406 Great Prairie Ln, Katy TX 77494. ; NATURE OF BUSINESS: DIVORCE SETTLEMENT MEDIATION; START DATE: 10/7/17 ; POSITION/TITLE: OWNER / CDFA ; APX# OF HOURS/ WEEK:8 APX# OF HOURS DURING TRADING:0; DESCRIPTION OF DUTIES:HELP COUPLES REACH FINANCIAL SETTLEMENTS.UNDERSTAND THE LONGTERM IMPACT OF DIVORCE. MAY WORK WITH ATTORNEYS,OR IN A DIVORCE SETTING,MEDIATION AND A WITNESS IN COURT.WEBSITE FOR DBA; 2) GABRIANNA LLC DBA GABRIANNA REALTY; NOT INVESTMENT RELATED; 2406 Great Prairie Ln, Katy TX 77494.; OWNER; 07/26/2018; APPX 2 HOUR/MONTH; APPX 0 HOURS/MONTH; ADMINISTRATIVE 4) INSURANCE AGENT, NON-INVESTMENT RELATED, 2406 Great Prairie Ln, Katy TX, INDEPENDENT AGENT, 2/23/2008, 1 HR/MO, O HR/MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-01-09
S63 Uniform Securities Agent State Law Examination 2006-12-06
  • S65 Uniform Investment Adviser Law Examination
    2007-01-09
  • S63 Uniform Securities Agent State Law Examination
    2006-12-06

View on SEC IAPD

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