Barbara Barrio Beckner

Current Employers

Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-03-01
CO	RA	APPROVED	2020-10-16

TX RA
APPROVED

Since 2023-03-01
CO RA
APPROVED

Since 2020-10-16

Branch Locations

595 Hermit Road, Westcliffe, CO 81252 • 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
Edward Jones	Florence	CO	01/2016	07/2019
Lpl Financial, Llc	Westcliffe	CO	07/2019	10/2020
Western Wealth Management Llc	Westcliffe	CO	07/2019	10/2020
Raymond James Financial Services Advisors, Inc.	Westcliffe	CO	10/2020	Present
Raymond James Financial Services, Inc.	Westcliffe	CO	10/2020	Present
Allegis Advisor Corp.	South Jordan	UT	09/2020	Present
Peaks Integrity Wealth Management, Llc	Westcliffe	CO	07/2019	Present

01/2016 → 07/2019

Edward Jones

Florence, CO
07/2019 → 10/2020

Lpl Financial, Llc

Westcliffe, CO
07/2019 → 10/2020

Western Wealth Management Llc

Westcliffe, CO
10/2020 → Present

Raymond James Financial Services Advisors, Inc.

Westcliffe, CO
10/2020 → Present

Raymond James Financial Services, Inc.

Westcliffe, CO
09/2020 → Present

Allegis Advisor Corp.

South Jordan, UT
07/2019 → Present

Peaks Integrity Wealth Management, Llc

Westcliffe, CO

Previous Registrations

2019-07-18 → 2020-10-21

Western Wealth Management Llc

Pueblo, CO

Westcliffe, CO
2016-06-10 → 2019-07-09

Edward Jones

Westcliffe, CO

St Louis, MO

Canon City, CO

Florence, CO

Other Businesses

(1)Name of Business: Allegis Advisor Group Address: 595 Hermit Rd, Westcliffe, CO, 81252, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/15/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Insurance Agent (2)Name of Business: Midland National Address: 595 Hermit Rd, Westcliffe, CO, 81252, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/10/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Insurance Agent (3)Name of Business: Peaks Integrity Wealth Management LLC Address: 595 Hermit Rd, Westcliffe, CO, 81252, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/23/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Owner

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-04-29

S66 Uniform Combined State Law Examination

2016-04-29

Other Names

Barbara Barrio
Barbara Barrio Massa
Barbara Massa
Barbara Barrio Beckner
Barbara Beckner

View on SEC IAPD