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2615 East 24Th Street Suite 2, Yuma, AZ 85365 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-23 |
| TX | RA | APPROVED_RES | 2022-01-11 |
| CA | RA | APPROVED | 2018-07-30 |
Branch Locations
11440 W. Bernardo Ct Suite 102, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northrop Grumman | San Diego | CA | 04/2008 | 04/2018 |
| N/A | San Diego | CA | 04/2018 | 05/2018 |
| Bdt & Associates, Inc. | San Diego | CA | 06/2018 | Present |
1) Howard Barker is a licensed insurance agent of Howard F. Barker, Sole Proprietor since June 2018. He is an independent insurance agent that sells and services for health, and life insurance. He always acts in the best interest of the client. Clients are not required to implement the plan in his capacity as a licensed insurance agent. He receives approximately $2,000 compensation annually and spends about 12-18 hours per month on this activity. 2) Howard Barker is the co-trustee of a trust since October 2006. He receives no compensation for this activity and spends ½-1 hour per month on this activity. 3) Howard Barker is the president of Cogent Insights Advertising, LLC since January 2023. This is a single owner corporation established to pay all appropriate payroll taxes, federal and state income taxes for advisory business. He receives no compensation for this activity and spends 1-2 hours per month on this activity. 4) Howard Barker is the vice president and treasurer of Southern Belle, LLC since January 2023. This corporation is a property management company. He is responsible for the bookkeeping of this company. He receives no compensation for this activity and spends 1 hour per month on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-07 |
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