Robert Lee Barton

Current Employers

Employment History

• 01/2016 → Present
  Carlson Financial Services
  Wake Forest, NC
• 07/2016 → 01/2017
  Cherry Investment Advisors
  Dallas, TX
• 01/2018 → 03/2021
  Institute For Wealth Management, Inc.
  Dallas, TX
• 04/2019 → 03/2021
  Institute For Wealth Management Llc
  Denver, CO
• 02/2021 → Present
  Creativeone Wealth, Llc
  Overland Park, KS

Previous Registrations

• 2019-05-10 → 2021-03-04
  The Institute
  Denver, CO
  Raleigh, NC
• 2018-01-16 → 2019-04-30
  Institute For Wealth Advisors, Inc.
  Raleigh, NC

Other Businesses

(1) Carlson Financial Services; Investment Related; 1776 Heritage Center Drive Suite 101 Wake Forest, NC, USA, 27587; Sale of fixed insurance and annuity products; Insurance Agent; Start date: 01/2016; Compensation: Yes; Approx. 100 hours/month; All during trading hours (2)Fitness Trainer; B2 Investments Inc.; Investment Related: No; Location: 410 S. Dawson Suite 120 Raleigh, NC 27601; Description of the business: Strength Training Gym; Responsibilities Duties: Teach Group Fitness Classes; Start date with business: 2019-06-01; Hours devoted to business outside trading hours: 30; Percentage of total yearly compensation expected to be derived from the business: 15;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-13
• S66 Uniform Combined State Law Examination
  2016-06-30

Other Names

• Rob Barton
• Robert Lee Barton