Clifton R Barnes

Current Employers

Employment History

• 11/2011 → 07/2026
  Monte R. Barnes Ftc Inc.
  San Antonio, TX
• 06/2012 → 07/2026
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 06/2012 → 07/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2012 → Present
  C.R. Barnes Wealth Management
  San Antonio, TX
• 07/2026 → Present
  Osaic Wealth Inc
  Scottsdale, AZ

Previous Registrations

• 2012-07-04 → 2026-07-17
  Cetera Investment Advisers Llc
  San Antonio, TX

Other Businesses

1. MONTE R. BARNES FTC INC. POSITION: Tax Advisor and Preparer NATURE: Tax and accounting office. We are a LLC taxed as an S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 11/01/2011 ADDRESS: 1045 Central Parkway North, Suite 102, San Antonio TX 78232, United States DESCRIPTION: Review and prepare tax returns. Meet with clients about tax planning. 2. CR BARNES WEALTH MANAGEMENT POSITION: Owner NATURE: Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 70 START DATE: 09/01/2012 ADDRESS: 1045 Central Parkway N., Ste.102, San Antonio TX 78232, United States DESCRIPTION: Advise and manage client investments 3.PLATINUM WEALTH SOLUTIONS OF TEXAS, LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/17/2026 ADDRESS: 1045 Central Parkway N., Ste.102, San Antonio TX 78232, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products

Exams

• S66 Uniform Combined State Law Examination
  2012-07-03