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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-12-05 |
Branch Locations
47 N Main, Kaysville, UT 84037 • United States
3507 N University Ave Suite 150, Provo, UT 84604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Clearfield | UT | 11/2023 | Present |
| World Financial Group, Inc. | Clearfield | UT | 09/2023 | Present |
| Law Offices Of Eric B Barnes, Inc | Kaysville | UT | 10/1995 | Present |
| Eb And Jb Management, Llc | Kaysville | UT | 06/2017 | Present |
| The Law Offices Of Eric B Barnes, Inc., Dba The Eldercare Law Fi | Kaysville | UT | 04/1997 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. LAW OFFICES OF ERIC B BARNES, INC/Investment Related - No/47 N Main Street, Kaysville, Utah 84037, 801-546-3874/This is a law firm that provides legal services to clients/President and CEO/10.1995/160/160/I own and operate the business providing the legal services to clients and managing my staff EB and JB MANAGEMENT, LLC/Investment Related - No/47 N Main Street, Kaysville, Utah 84037, 801-546-3874/Holds the office building in which my brother and I run our respective businesses and rents it to us./Member Manager/6.2017/1/1/Manage the office building and file an annual tax return THE LAW OFFICES OF ERIC B BARNES, INC., DBA THE ELDERCARE LAW FIRM, INC. POSITION: Owner/President/Attorney NATURE: Legal Services INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 5 START DATE: 04/17/1997 ADDRESS: 47 N Main, Kaysville UT 84037, United States DESCRIPTION: Meeting with clients, preparing estate planning documents and court documents, attending court, managing staff.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-13 |
| S65 | Uniform Investment Adviser Law Examination | 2021-11-26 |
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