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William Gerard Pier

Barton Financial Group LLC

Kyle, TX

Bellville, TX

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Current Employers
Barton Financial Group Llc

107 S. Main Street Unit A, Kyle, TX 78640 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-17
  • TX RA
    APPROVED
    Since 2024-07-17

Branch Locations

107 S. Main Street Unit A, Kyle, TX 78640 • United States

Bellville, TX • 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
Full Time Student College Station TX 08/2017 12/2020
St. Mary's Catholic Center College Station TX 08/2019 12/2020
New York Life Insurance Company Austin TX 04/2020 08/2020
Barton Financial Group, Llc Kyle TX 01/2021 Present
Full Time Student Bellville TX 08/2013 06/2017
  • 08/2017 → 12/2020
    Full Time Student
    College Station, TX
  • 08/2019 → 12/2020
    St. Mary's Catholic Center
    College Station, TX
  • 04/2020 → 08/2020
    New York Life Insurance Company
    Austin, TX
  • 01/2021 → Present
    Barton Financial Group, Llc
    Kyle, TX
  • 08/2013 → 06/2017
    Full Time Student
    Bellville, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-10
  • S65 Uniform Investment Adviser Law Examination
    2022-10-10

View on SEC IAPD

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