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5060 California Ave. Suite 600, Bakersfield, CA 93309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-10-26 |
Branch Locations
5060 California Ave. Suite 600, Bakersfield, CA 93309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northstar Financial | Bakersfield | CA | 12/2000 | Present |
| Financial Stratagies | Bakersfield | CA | 12/2004 | 12/2017 |
| Independent Financial Group | San Diego | CA | 04/2010 | 08/2017 |
| Belpointe Asset Management, Llc | Reno | NV | 08/2017 | Present |
| Barnes Wealth Management Group | Bakersfield | CA | 08/2022 | Present |
(1) NORTHSTAR FINANCIAL, INVESTMENT RELATED, BAKERSFIELD CA, INSURANCE AGENCY, OWNER OFFERING SALES OF LIFE/LTC INSURANCE & ANNUITIES SINCE 10/1993. 10 HOURS PER MONTH. (2) 1% OWNER OF "HIT SONGS HOLDINGS, LLC, NON-INVESTMENT RELATED, BUSINESS LOCATED IN BRANSON, MO." PROVIDING TELEVISION AND RECORDING PRODUCTIONS SINCE 11/2009. LESS THAN 1% TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-11 |
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