William J Barnett

Current Employers

Employment History

• 02/2013 → 11/2018
  Signator Investors, Inc
  Southfield, MI
• 11/2018 → 01/2021
  Royal Alliance Associates, Inc.
  Southfield, MI
• 01/2021 → 08/2022
  J.P. Morgan Securities, Llc
  Leigh Acres, FL
• 01/2021 → 08/2022
  J.P. Morgan Chase Bank, N.A.
  Fort Myers, FL
• 08/2023 → 08/2025
  Trifound Financial Llc
  Kalamazoo, MI
• 10/2022 → 07/2023
  State Of Florida
  Tallahassee, FL
• 09/2025 → Present
  Guardian Life Insurance Company
  Naples, GA
• 09/2025 → Present
  Park Avenue Securities
  Naples, FL
• 09/2025 → Present
  Guardian Life Insurance Company
  Fort Myers, FL
• 09/2025 → Present
  Park Avenue Securities
  Fort Myers, FL

Previous Registrations

• 2021-02-01 → 2022-08-12
  J.P. Morgan Securities Llc
  Cape Coral, FL
  Lehigh Acres, FL
• 2018-11-02 → 2021-01-27
  Osaic Wealth, Inc.
  Southfield, MI
• 2013-04-12 → 2018-11-02
  Signator Investors, Inc.
  Southfield, MI
• 2010-09-30 → 2013-03-15
  Mml Investors Services, Llc
  Southfield, MI
  Southfield, MI

Other Businesses

1. Old Hickory Golf Club Committee Member, Start Date: 08/01/2024, Nature: Gated Community in Florida, Address: 14670 Old Hickory Blvd Fort Myers FL 33912, Duties: Address issues that arise within the community and with other members, 6 total hours/month; 6 hours during securities trading, Not Investment Related, 2. Chapter Officer of the Southwest Chapter of FICPA, Start Date: 7/1/26, Nature: Florida Institute of Certified Public Accountants (FICPA) is the premier professional organization representing Florida's CPAs, Address: 9231 Old Hickory Cir Fort Myers FL 33912, Duties: Coordinate events during the year such as meet up events or CPA CPE seminars, 6 total hrs/month; 6 during securities trading hours, Not Investment Related, 3. CPA, Start Date: 7/1/26, Nature: currently licensed as a CPA in the State of Florida, Address: 9231 Old Hickory Cir Fort Myers FL 33912, Duties: Hold designation but no longer engaged in CPA services, 0 total hours/month, Not Investment Related, 4. Wellington Financial Strategies LLC, Start Date: 7/1/26, Nature: Fixed life and health insurance sales, Address: 9231 Old Hickory Cir Fort Myers FL 33912, Duties: Owner/selling insurance products other than Guardian, 15 total hrs/month; 0 during securitites trading hours, Investment Related,

Exams

• S66 Uniform Combined State Law Examination
  2010-08-30
• S65 Uniform Investment Adviser Law Examination
  2000-08-05
• S63 Uniform Securities Agent State Law Examination
  2000-05-31