Dana E Barnes

Current Employers

Ceg Wealth Partners, Llc

Wellington, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-10-29

FL RA
APPROVED

Since 2025-10-29

Branch Locations

Wellington, FL • 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
Concord Equity Group, Llc	Hebron	CT	08/1993	Present

08/1993 → Present

Concord Equity Group, Llc

Hebron, CT

Other Businesses

Concord Equity Group, LLC, Not investment related. 91 North St, Hebron, CT 06248. Real estate - manage internal portfolio of industrial buildings and golf courses. CEO. start 1994. 40 hours per month. Run operations looking for real estate projects and additional golf courses. Twin Hills Coventry, LLC - Not investment related. 91 North St, Hebron, CT 06248. Golf course ownership. CEO. Start 2018. 30 hours per month. Oversee operations. Tallwood Golf Hebron, LLC - Not investment related. 91 North St, Hebron, CT 06248. Golf course ownership. CEO. Start since 2021. 30 hours per month. Oversee operations. WP Golf Rantoul, LLC - Not investment related. 800 Golf Course Rd, Rantoul, IL 61888. Golf course ownership. CEO. Start 2024. 30 hours per month. Oversee operations. CEG Industrial, LLC - Investment related. 545 S 3rd St, Louisville, KY 40202. CEO. Start 2018. 20 hours per month. 20 hours during securities trading hours but not involved in trading securities. Develop industrial real estate for our own account.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-28

S65 Uniform Investment Adviser Law Examination

2025-05-28