Robert Barton

Current Employers

Lifestyle Asset Management, Inc.

211 West Edgewood Suite 300, Friendswood, TX 77546 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-10

TX RA
APPROVED

Since 2026-08-10

Branch Locations

211 W. Edgewood Suite 100 , Friendswood, TX 77546 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Heritage Ministries	Vinton	VA	01/2003	04/2017
First Command Financial Planning, Inc.	Fort Worth	TX	12/2016	06/2017
First Command Financial Planning, Inc.	Fort Worth	TX	06/2017	08/2018
First Command Advisory Services	Fort Worth	TX	06/2017	08/2018
First Command Insurance Services	Fort Worth	TX	06/2017	08/2018
Pruco Securities, Llc	Charlotte	NC	09/2018	09/2018
Pruco Securities, Llc.	Matthews	NC	09/2018	04/2023
Prudential Financial Planning Services	Matthews	NC	10/2018	04/2023
Hobart Wealth	Charlotte	NC	05/2023	08/2026
Lifestyle Asset Management	Friendswood	TX	08/2026	Present

01/2003 → 04/2017

Heritage Ministries

Vinton, VA
12/2016 → 06/2017

First Command Financial Planning, Inc.

Fort Worth, TX
06/2017 → 08/2018

First Command Financial Planning, Inc.

Fort Worth, TX
06/2017 → 08/2018

First Command Advisory Services

Fort Worth, TX
06/2017 → 08/2018

First Command Insurance Services

Fort Worth, TX
09/2018 → 09/2018

Pruco Securities, Llc

Charlotte, NC
09/2018 → 04/2023

Pruco Securities, Llc.

Matthews, NC
10/2018 → 04/2023

Prudential Financial Planning Services

Matthews, NC
05/2023 → 08/2026

Hobart Wealth

Charlotte, NC
08/2026 → Present

Lifestyle Asset Management

Friendswood, TX

Previous Registrations

2023-05-16 → 2026-05-01

Hobart Wealth

Charlotte, NC
2018-10-01 → 2023-04-28

Pruco Securities, Llc.

Charlotte, NC

Matthews, NC
2017-05-17 → 2018-09-21

First Command Advisory Services

Charlotte, NC

Fort Worth, TX

Other Businesses

Momentum Execution Group, LLC whether the business is investment related; No the address of the other business; 1101 Sarandon Dr, Matthews, NC 28104 the nature of the other business; Business Consulting firm your position; Founder/CEO title, or relationship with the other business; Consultant to any company I serve the start date of your relationship; MEG origination date already given. Current consulting client began July 2026 the approximate number of hours/month you devote to the other business; MEG is a 12 month business. This client has contracted for 6 months but is planning on using me for a year. the number of hours you devote to the other business during securities trading hours; No hours during trading hours but trading hours are not really relevant for me since I am not serving as an advisor here at LSFA. I am maintaining my license so I can train our advisors. and briefly describe your duties relating to the other business; Meeting with clients. Evaluating their business. Identifying weaknesses or needed improvement. Proposing a consultation plan. Executing that plan.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-04-17

S66 Uniform Combined State Law Examination

2017-04-17

Other Names

Bob Barton
Robert Rae Barton

View on SEC IAPD