Inactive

Ryan John Barnes

Saint Louis, MO

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Current Employers

Plancorp, Llc

540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-04-01
TX	RA	APPROVED	2026-04-01

CA RA
APPROVED

Since 2026-04-01
TX RA
APPROVED

Since 2026-04-01

Branch Locations

540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States

1312 W Herndon Ave Ste 101, Fresno, CA 93711 • 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

Organization	City	State	From	To
Principal Life Insurance Company	Fresno	CA	11/2018	08/2019
Principal Securities Inc	Fresno	CA	11/2018	08/2019
Costco Wholesale	Issaquah	WA	06/2016	10/2018
Citigroup	Fresno	CA	08/2019	07/2023
Regency Investment Advisors, Inc.	Fresno	CA	07/2023	03/2026
Plancorp, Llc	Fresno	CA	04/2026	Present

11/2018 → 08/2019

Principal Life Insurance Company

Fresno, CA
11/2018 → 08/2019

Principal Securities Inc

Fresno, CA
06/2016 → 10/2018

Costco Wholesale

Issaquah, WA
08/2019 → 07/2023

Citigroup

Fresno, CA
07/2023 → 03/2026

Regency Investment Advisors, Inc.

Fresno, CA
04/2026 → Present

Plancorp, Llc

Fresno, CA

Previous Registrations

2023-08-14 → 2026-04-07

Regency Investment Advisors Inc

Fresno, CA
2019-10-09 → 2023-07-24

Citigroup Global Markets Inc.

Fresno, CA

Fresno, CA

Selma, CA

Fresno, CA

Fresno, CA

Burbank, CA

Fresno, CA

Ft Lauderdale, FL

Ft Lauderdale, FL

Citrus Heights, CA

San Francisco, CA

Hanford, CA
2018-11-21 → 2019-09-05

Principal Securities, Inc.

Fresno, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-11-08

S66 Uniform Combined State Law Examination

2018-11-08

Designations

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC

CLARIS ADVISORS, LLC

M HOLDINGS SECURITIES, INC.

UMB FINANCIAL SERVICES, INC.

KEB WEALTH ADVISORS

LARSON FINANCIAL GROUP, LLC

Other Investors

James Edward Phelps

JOANN MICHELLE JOLLY

KRISTIE LYNN DANIEL

CHRISTOPHER Jordan HOOKER

BETH ANN ANDERSON

CAROLYN SMITH LINK

CRAIG WILLIAM MARKHAM

Other Offices

&PARTNERS · Saint Louis, MO

CETERA INVESTMENT ADVISERS LLC · ST LOUIS, MO

CLARIS ADVISORS, LLC · ST. LOUIS, MO

MORGAN STANLEY · St. Louis, MO

M HOLDINGS SECURITIES, INC. · ST. LOUIS, MO

UMB FINANCIAL SERVICES, INC. · ST. LOUIS, MO

KEB WEALTH ADVISORS · ST. LOUIS, MO

KEB WEALTH ADVISORS · ST. LOUIS, MO

More in Saint Louis, MO

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