Sefton Kingsbury Barnes

Employer firm

Simplyria Advisor Network CRD 154494

$215M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 08/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 08/2018 → 05/2022
  Florida Financial Advisors
  Tampa, FL
• 11/2018 → 02/2019
  Ifs Securities Inc.
  Atlanta, GA
• 02/2019 → 05/2022
  Trinity Wealth Securities L.L.C
  Tampa, FL
• 05/2022 → 02/2023
  Trinity Wealth Securities Dba Kingsbury Financial Advisors
  Tampa, FL
• 05/2022 → 02/2023
  Florida Financial Advisors Dba Kingsbury Financial Advisors
  Tampa, FL
• 02/2023 → Present
  Caitlin John, Llc
  Brighton, MI
• 08/2021 → Present
  Kingsbury Financial Advisors
  Tampa, FL

Previous Registrations

• 2019-01-30 → 2023-02-07
  Florida Financial Advisors, Llc
  Tampa, FL

Other Businesses

INSURANCE AGENT, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 06/2018-PRESENT. Tampa, FL 33607. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-01
• S63 Uniform Securities Agent State Law Examination
  2017-01-11

Other Names

• Sefton K Barnes
• Sefton K Barnes
• Sefton Kingsbury Barnes
• Sefton Kingsbury Barnes