Richard Willdon Barnes

Current Employers

Employment History

• 11/2003 → Present
  Richard W Barnes
  Smithtown, NY
• 04/2016 → Present
  Kestra Investment Services, Llc
  Port Jefferson, NY
• 04/2016 → Present
  Kestra Advisory Services, Llc.
  Port Jefferson, NY

Other Businesses

Business Name: Coastline Private Wealth Management, Inc. Investment Related: No Address: 5225-43 Nesconset Hwy Por Jefferson Station NY 11776 Nature of Business: Other Other/None of the Above No business activities at this time Position, Title or Relationship: Secretary Start Date: 8/4/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: No business activities at this time Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Richard W Barnes Coastline Wealth Management Investment Related: Yes Address: 5225 Route 347 Bldg 8 Suite 43 Port Jefferson Station NY 11776 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Richard W. Barnes Coastline Wealth Management Start Date: 1/1/1982 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: annual review of health plans, help ER/EE to understand their program Business Name: Richard W. Barnes Investment Related: Yes Address: 5225-43 Nesconset Highway - Bldg. 8 Port Jefferson Station NY 11776 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: sole proprietor Start Date: 1/1/1982 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: manage clients accounts

Exams

• S66 Uniform Combined State Law Examination
  2002-10-28
• S63 Uniform Securities Agent State Law Examination
  2000-10-17

Designations