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Kevin Daniel Barry

Cantata Wealth Management, LLC

Avalon, NJ

Raleigh, NC

Coral Gables, FL

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Current Employers
Cantata Wealth Management, Llc

2525 Ponce De Leon Blvd. Suite 300, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-08-13
LA RA APPROVED 2025-12-04
TX RA APPROVED 2025-11-14
FL RA APPROVED 2025-03-24
CA RA APPROVED 2025-01-29
NC RA APPROVED 2024-08-30
  • NJ RA
    APPROVED
    Since 2026-08-13
  • LA RA
    APPROVED
    Since 2025-12-04
  • TX RA
    APPROVED
    Since 2025-11-14
  • FL RA
    APPROVED
    Since 2025-03-24
  • CA RA
    APPROVED
    Since 2025-01-29
  • NC RA
    APPROVED
    Since 2024-08-30

Branch Locations

Avalon, NJ • United States

Raleigh, NC • United States

2525 Ponce De Leon Blvd. Suite 300, Coral Gables, FL 33134 • 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
OrganizationCityStateFromTo
Third Law Capital Management Avalon NJ 04/2015 03/2017
Captrust Financial Advisors Raleigh NC 04/2017 06/2021
Unemployed Raleigh NC 06/2021 07/2022
Summit Financial, Llc Parsippany NJ 08/2022 03/2023
Cantata Wealth Management, Llc Coral Gables FL 07/2024 Present
Unemployed Raleigh NC 03/2023 07/2024
  • 04/2015 → 03/2017
    Third Law Capital Management
    Avalon, NJ
  • 04/2017 → 06/2021
    Captrust Financial Advisors
    Raleigh, NC
  • 06/2021 → 07/2022
    Unemployed
    Raleigh, NC
  • 08/2022 → 03/2023
    Summit Financial, Llc
    Parsippany, NJ
  • 07/2024 → Present
    Cantata Wealth Management, Llc
    Coral Gables, FL
  • 03/2023 → 07/2024
    Unemployed
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-05-07
S63 Uniform Securities Agent State Law Examination 1988-01-28
  • S65 Uniform Investment Adviser Law Examination
    1993-05-07
  • S63 Uniform Securities Agent State Law Examination
    1988-01-28
Designations
Other Names
  • Kevin Barry

View on SEC IAPD

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