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Barton Financial Group LLC CRD 325215
$25.0M regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
107 S. Main Street Unit A, Kyle, TX 78640 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-10 |
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