Barbara Perkins Treadwell

Current Employers

Employment History

• 05/2009 → 10/2024
  American Portfolios Financial Services
  Savannah, GA
• 02/2011 → Present
  Partners For Prosperity, Inc.
  Savannah, GA
• 04/2009 → Present
  Barbara Treadwell, Llc
  Savannah, GA
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2009-05-26 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2011-03-11 → 2012-07-12
  Prosperity Economics Partners, Llc
  Savannah, GA
  Chicago, IL

Other Businesses

1. KATHARINE TREADWELL IRREVOCABLE TRUST 2013. CO-TRUSTEE. START DATE 9/2013. REVIEW INCOME/EXPENSES OF TRUST ASSETS. 2 HOURS DEVOTED PER MONTH, ZERO HOURS DURING MARKET HOURS. 2. LEXINGTON FOUNDATION POSITION: MEMBER OF BOARD OF FINANCE COMMITTEE NATURE: NON - PROFIT ORGANIZATION INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2003 ADDRESS: 127 E State Street, Gloversville NY 12078, United States DESCRIPTION: Board member 3. BARBARA TREADWELL LLC POSITION: CFP NATURE: FINANCIAL ADVISOR INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 01/01/1983 ADDRESS: 11 HOUSTON STREET, SAVANNAH GA 31401, United States DESCRIPTION: FINANCIAL ADVISOR 4. BARBARA TREADWELL POSITION: CLU, ChFc NATURE: Life Insurance/Investment Related INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1983 ADDRESS: 11 Houston Street, Savannah GA 31401, United States DESCRIPTION: Life insurance needs analysis and sale/service, 5. KATHARINE TREADWELL TRUST IRREVOCABLE TRUST POSITION: CO-TRUSTEE NATURE: REVIEW INCOME/EXPENSES OF TRUST ASSETS, PROVIDE INPUT ON KATHARINE TREADWELL'S PROGRESS. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: Regions Bank, PO Drawer 1628, Mobile AL 36633, United States DESCRIPTION: REVIEW INCOME AND EXPENSES WITH TRUST OFFICER. PROVIDE INPUT ON KATHARINE TREADWELL'S PROGRESS WITH SOBRIETY. KATHARINE TREADWELL IS MY DAUGHTER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-24
• S63 Uniform Securities Agent State Law Examination
  1984-05-01

Designations

Other Names

• Barbara Perkins Garvin
• Barbara June Perkins
• Barbara Garvin