Rw Barnes

Current Employers

Employment History

• 07/2015 → 03/2017
  Metlife Securities Inc
  Tampa, FL
• 07/2016 → Present
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → Present
  Mml Investors Services, Llc
  Tampa, FL
• 02/2018 → Present
  Kestra Investment Services, Llc
  Port Jefferson Station, NY
• 02/2018 → Present
  Kestra Advisory Services, Llc
  Port Jefferson Station, NY

Previous Registrations

• 2018-01-26 → 2018-02-23
  Mml Investors Services, Llc
  Tampa, FL

Other Businesses

Name: Coastline Wealth Management Investment Related: Yes Address: 3632 Land O Lakes Blvd. Ste 105-14 Land O Lakes FL 34639 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 2/26/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Financial Adviser. Financial Positioning, Risk Management, Retirement Planning, Investment Planning, Tax Planning, Estate Planning Name: Kestra Advisory Services, LLcC Investment Related: Yes Address: 5707 Southwest Pkwy Bldg. 2 Ste. 400 Austin, TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 12/5/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Managing investment accounts for Clients Sometimes acting with discretion. Name: RICHARD W BARNES JR WEALTH MANAGEMENT INC POSITION: President/CEO NATURE: For tax reporting purposes INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2024 ADDRESS: 1303 Main St, Port Jefferson NY 11777, United States DESCRIPTION: S-corp established for tax reporting purposes. Accounting of Business income and expenses. Name: COASTLINE WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 02/26/2018 ADDRESS: 1303 Main St, Port Jefferson NY 11777, United States DESCRIPTION: Financial Adviser. Financial Positioning, Risk Management, Retirement Planning, Investment Planning, Tax Planning, Estate Planning

Exams

• S66 Uniform Combined State Law Examination
  2018-01-07

Other Names

• Richard W. Barnes
• Richard Willdon Barnes