Steven Allen Barnes

Current Employers

Employment History

• 10/2001 → Present
  Barnes Wealth Management Group
  Bakersfield, CA
• 11/2015 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2001-08-16 → 2015-11-02
  Lpl Financial Llc
  Bakersfield, CA

Other Businesses

1. Barnes Wealth Management Group, Inc.- Investment Related, Address: 5060 California Ave., Ste. 600, Bakersfield, CA 93309, Financial Planning Firm, Position: President, Start Date: 09/2007, 120 hours devoted a month, Duties: Running Financial Planning firm, providing Financial & investment Planning. 2. Bakersfield Boys Volleyball Club & Valley Sand Volleyball Academy Non- Investment Related, CSUB sand volleyball courts, Position: Volleyball Director & Coach, Start date: 06/2010, 20 hours devoted a month, Duties: Volleyball director & coach 3. Non- Variable Insurance: DBA Barnes Wealth Management Group Investment Related, Address: 5060 California Ave., Ste. 600, Bakersfield, CA 93309, RIA, Position: President, Start Date: 09/2007, 2 hours devoted a month, Duties: Provide advice and sales of fixed insurance contracts. 4. Barnes Wealth Management Group, Inc.-Non- Investment related, Address: 5060 California Ave., Ste. 600, Bakersfield, CA 93309, Office Rental, Position: President, Start Date; 03/2014, 1 hour devoted a month, Duties: Lease or rent office space to financial planners and/ or paraplanners. 5. Eaglebrook Advisors Investment Related 1111 Brickell Ave, 10th Flr. Miami FL 33131. Digital Asset Platform. Financial Planner. Start 5/1/2022. 1 Hr/month, 1 during trading. Assist clients with cryptocurrency and blockchain investments. 6. Girl Scouts of Central California South; Not Investment Related; 1377 W. Shaw Ave., Fresno, CA 93711; Regional Division of Girl Scouts; At Large Board Member/Finance Committee & Audit Committee; 7/13/2022; 1hr/month; 0 during trading; Monthly reviews of financial statement, CFO report and annual reviews of tax return and budget. I will not have any access to any bank or securities accounts.

Exams

• S66 Uniform Combined State Law Examination
  1999-04-23

Designations