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Barton Financial Group LLC CRD 325215
$25.0M regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
107 S. Main Street Unit A, Kyle, TX 78640 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Surities Llc | Lubbock | TX | 08/2013 | 05/2023 |
| New York Life Insurance Company | Lubbock | TX | 07/2013 | 05/2023 |
| Eagle Strategies Llc | Lubbock | TX | 03/2017 | 05/2023 |
| Barton Financial Group, Llc | Buda | TX | 10/2017 | Present |
| Horizon Wealth Strategies, Llc | Kyle | TX | 07/2021 | 05/2023 |
Zachary Barton is currently employed as the Co-Owner at Word Place Properties. This activity accounts for approximately 5% of his time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-16 |
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