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341 Doucet Road Suite B, Lafayette, LA 70503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-05-13 |
| LA | RA | APPROVED | 2008-10-09 |
Branch Locations
341 Doucet Road Suite B, Lafayette, LA 70503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harry V Barton Cpa | Lafayette | LA | 10/1986 | Present |
| Barton Advisory Services, Llc | Lafayette | LA | 11/2005 | Present |
| Postlethwaite & Netterville | Lafayette | LA | 02/2021 | Present |
1) I AM A CPA; HARRY V. BARTON CPA LLC IN LAFAYETTE, LA. I AM THE OWNER OF THE CPA FIRM SINCE OCTOBER 1986. THE CPA BUSINESS IS NOT INVESTMENT-RELATED. DUTIES INCLUDE PROVIDING TAX ADVICE AND TAX FILING SERVICES ALONG WITH MANAGEMENT OF THE DAY-TO-DAY OPERATIONS OF THE BUSINESS. AMOUNT OF TIME DEVOTED TO THIS BUSINESS IS APPROXIMATELY 16 HOURS PER MONTH, ALL OF WHICH OCCUR DURING SECURITIES TRADING HOURS. 2) I AM A CONSULTANT FOR EISNERAMPER (PREVIOUSLY KNOWN AS POSTLETHWAITE & NETTERVILLE) IN LAFAYETTE, LA SINCE FEBRUARY OF 2021. THE BUSINESS IS AN ACCOUNTING SERVICES FIRM AND IT IS NOT INVESTMENT-RELATED. DUTIES INCLUDE CONSULTING WITH THE FIRM'S CLIENTS ON TAX MATTERS. AMOUNT OF TIME DEVOTED TO THIS BUSINESS IS 20 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-18 |
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