Kirk Barr Young

Current Employers

Employment History

• 11/2000 → Present
  Barr Financial Services, Llc
  Winter Park, FL
• 08/2004 → 08/2024
  Triad Advisors, Inc.
  Orlando, FL
• 08/2024 → Present
  Osaic Wealth, Inc.
  Winter Park, FL

Previous Registrations

• 1993-02-26 → 2004-08-10
  Mony Securities Corporation
  Orlando, FL

Other Businesses

1. BARR FINANCIAL SERVICES, LLC INVESTMENT RELATED; 2160 North Park Avenue, Winter Park, FL 32789; RIA; MANAGING MEMBER/ SHAREHOLDER/COO; 11/3/2000; 100 HRS/MONTH; 6 HRS/DAY; COMPENSATION-FEES; COMPLETE FINANCIAL MANAGEMENT, PROVIDE INVESTMENT ADVICE. 2. BARR FINANCIAL SERVICES, LLC NON-INVESTMENT RELATED; 2160 North Park Avenue, Winter Park, FL 32789; INSURANCE-VARIOUS CARRIERS; MANAGING MEMBER/SOLE SHAREHOLDER; 1985; 20 HRS/MONTH; 8 HRS/DAY; COMPENSATION-COMMISSIONS; INSURANCE SALES. 3. BARR FINANCIAL SERVICES, LLC POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2008 ADDRESS: 2160 North Park Avenue, Winter Park FL 32789 DESCRIPTION: Providing divorce and financial planning services. 4. BARR FINANCIAL SERVICES, LLC POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/02/1985 ADDRESS: 2160 North Park Avenue, Winter Park FL 32789 DESCRIPTION: Sale of insurance products. 5. BARR REAL ESTATE, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 08/19/2015 ADDRESS: 2160 North Park Avenue, Winter Park FL 32789 DESCRIPTION: Purchased building to rent to BARR Financial Services, LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-12
• S63 Uniform Securities Agent State Law Examination
  1985-04-30

Designations