Adam Bar

Employer firm

Rtb Wealth Advisors, LLC CRD 338599

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 09/2016
  Nylife Securities Llc
  Mckinney, TX
• 09/2016 → 02/2019
  Mml Investors Services, Llc
  Beverly Hills, CA
• 02/2021 → Present
  Rtb Financial Group And Insurance Services, Llc
  Mckinney, TX
• 06/2025 → 08/2025
  Kingswood Wealth Advisors, Llc
  Mckinney, TX
• 08/2020 → 03/2026
  Rtb Capital Group, Llc
  Mckinney, TX
• 04/2021 → 11/2021
  Hardy Capital Investments Llc
  Mckinney, TX
• 10/2025 → Present
  Rtb Wealth Advisors, Llc
  Mckinney, TX
• 03/2019 → 01/2021
  Unemployed
  Mckinney, TX

Previous Registrations

• 2025-06-16 → 2025-08-25
  Kingswood Wealth Advisors, Llc
  Mckinney, TX
  San Diego, CA
• 2021-04-12 → 2021-11-16
  Hardy Capital Investments Llc
  Beverly Hills, CA

Other Businesses

1) RTB Financial Group and Insurance Services, LLC; Not investment-related; Same address; Licensed insurance agent; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) 334 Baldwin LLC; Not investment-related; Plano, TX 75025; Owner; Entity established for ownership of rental property; Correspond as needed with the Management Company for the property; Less than 5% of time during the month. 3) Published author; Not investment-related; Plano, TX 75025; Book Sales of "Unleash Your Financial Powerhouse"; Less than 5% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-27
• S63 Uniform Securities Agent State Law Examination
  2011-07-14