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5060 California Ave. Suite 600, Bakersfield, CA 93309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-12-15 |
Branch Locations
5060 California Ave. Suite 600, Bakersfield, CA 93309 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ron Church Insurance Services | Bakersfield | CA | 01/1987 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2015 | Present |
| Ironwood Retirement Plan Consultants | Bakersfield | CA | 11/2015 | Present |
| Barnes Wealth Management Group | Bakersfield | CA | 11/2015 | Present |
1. Name of the other business - Barnes Wealth Management Group, Inc. dba Ironwood Retirement Plan Consultants 2. Is the business investment related - Yes 3. Address of the other business - 5060 California Ave., #600, Bakersfield, CA 93309 4. Nature of the other business - Retirement Plan Consulting 5. Your position, title, or relationship with the other business - Owner 6. The start date of your relationship - 05/01/2011 7. The approximate number of hours/month you devote to the other business - 140/mo 8. The number of hours you devote to the other business during securities trading hours - 22 9. Briefly describe your duties relating to the other business - Sales and service of retirement plans Barnes Wealth Management Group / DBA Ironwood Retirement Plan Consultants / Investment Related / 5060 California Ave., Ste. 600, Bakersfield, CA 93309 / Financial Planning Firm / 120 Hours a month / Provide financial & investment planning with a focus on ERISA - Retirement plans. Compensation via percentage of investments under management, commission or by fixed and hourly fees. 2nd OBA Ron Church Insurance Services; Investment Related; 5060 California Ave., #600, Bakersfield, CA 93309; Variable Life and Annuity Sales; Owner; 01/1987; 20 hrs/mo; 5hrs; Sales of individual Life and Annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-13 |
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