Kearsley Barton Lewis

Current Employers

Employment History

• 02/2013 → 09/2024
  Raymond James & Associates, Inc.
  Naples, FL
• 10/2024 → Present
  Intellus Advisors
  Naples, FL

Previous Registrations

• 2013-02-13 → 2024-10-08
  Raymond James & Associates, Inc.
  Naples, FL
  Naples, FL
• 2006-01-17 → 2013-02-13
  Morgan Keegan & Company, Llc
  Naples, FL
  Bonita Springs, FL
• 1998-01-22 → 2006-01-25
  Legg Mason Wood Walker, Incorporated
  Naples, FL
  Bonita Springs, FL

Other Businesses

(1) Intellus Advisors, LLC: 50% ownership through Bifrost Management, LLC; 8889 Pelican Bay Blvd, Suite 102, Naples, FL 34108; Registered Investment Advisor; CEO and Managing Partner; LLC was formed 6/23/2017 became an operating business this year; Hours per Month: 160-200; Hours While Market Open: 120-130; Provide financial advice, financial planning, and investment management (2) Bifrost Mgmt, LLC; 100% ownership thru K. Barton Lewis Revocable Trust dtd 8/19/2015; 9333 Rapallo St, Naples, FL 34119; provides mgmt services corp oversight of Intellus; managing member; start date of 8/2/2024; hours/mo-5-10; market hours- open 1-5; (3) Barton Mines Corporation, Inc; Passive investment owned through K. Barton Lewis Rev Trust; 6 Warren Street, Glens Falls, NY 12801; Garnet mining and abrasives; passive investor; Start 2009; Hours per Month: 0; Hours while Market Open: 0; (4) FarmTogether Cascade, LLC: passive investment owned through K. Barton Lewis Rev Trust; 2093 Philadelphia Pike, Suite 3034, Claymont, DE 19703; Organic Apple Orchard; Start: 8/4/2021; Hours per Month: 0; Hours While Market Open: 0; (5) FarmTogether Blue River, LLC: passive investment owned through K. Barton Lewis Rev Trust; 2093 Philadelphia Pike, Suite 3034, Claymont, DE 19703; Pecan Orchard; Start: 7/16/2021; Hours per Month: 0; Hours While Market Open: 0 (6) FarmTogether Golden Citrus, LLC: passive investment owned through K. Barton Lewis Rev Trust; 2093 Philadelphia Pike, Suite 3034, Claymont, DE 19703; Citrus Orchard; Start: 06/27/2023; Hours per Month: 0; Hours While Market Open: 0 Mythic Ridge Partners, LLC, 33 Ridgefield Ln, Radford, VA 24141, Real estate purchases, renovation, development, and rentals, 50% Owner and Co-Manager, 1% of time spent, 10k annual comp SVF Development,120 Wise Mill Lane, Stephens City, VA 22655, Development stage organic beef and poultry processing and storage center, LLC member, passive investment Vintage MHP Fund, LLC, 300 John Street, Building 1A, Suite 22, Greer, South Carolina 29651, private equity real estate, limited member, passive investment

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-20
• S63 Uniform Securities Agent State Law Examination
  1995-09-20

Other Names

• Bart Lewis
• K. Barton Lewis