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HB

Howard D. Barkett

ASSETPOINT FINANCIAL
Arlington, VA 22209-3810
Some features on this profile are disabled
CRD#: 1060702
HB

Professional summary


Howard Dale Barkett, who also goes by H D Barkett, is a registered financial professional currently at ASSETPOINT FINANCIAL, LLC located in Arlington, Virginia.

Howard is registered as a RR (Registered Representative) and started their career in finance in 1982. Howard has worked at 9 firms and has passed the Series 63, Series 99TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


H D Barkett

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Howard Dale Barkett's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 27, 2015 - Present

ASSETPOINT FINANCIAL, LLC

Office #1: 1300 North 17th Street Suite 1800, Arlington, VA 22209-3810
BD
CRD#: 168796
Arlington, VA
Past

October 7, 2004 - December 2, 2005

PROMONTORY INTERFINANCIAL NETWORK, LLC

BD
CRD#: 131353
ARLINGTON, VA
Past

December 8, 1997 - May 27, 1999

AUSTIN ATLANTIC CAPITAL INC.

BD
CRD#: 43981
CORAL GABLES, FL
Past

August 9, 1994 - December 3, 1997

SHAY GOVERNMENT SECURITIES CO.

BD
CRD#: 27214
Past

August 9, 1994 - December 8, 1997

SHAY FINANCIAL SERVICES CO.

BD
CRD#: 27215
IRVING, TX
Past

November 30, 1993 - July 20, 1994

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

March 31, 1987 - November 12, 1993

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

January 18, 1983 - April 24, 1985

ROTAN MOSLE INC.

BD
CRD#: 727
Past

August 26, 1982 - December 28, 1982

FITZGERALD, DEARMAN & ROBERTS, INC.

BD
CRD#: 317

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(10/13/2015)
RR
Alaska
(9/28/2015)
RR
Arizona
(10/9/2015)
RR
Arkansas
(10/29/2015)
RR
California
(9/17/2015)
RR
Colorado
(10/8/2015)
RR
Connecticut
(1/29/2016)
RR
Delaware
(11/23/2015)
RR
District of Columbia
(10/2/2015)
RR
Florida
(4/6/2016)
RR
Georgia
(10/30/2015)
RR
Hawaii
(10/27/2015)
RR
Idaho
(9/17/2015)
RR
Illinois
(11/2/2015)
RR
Indiana
(2/5/2016)
RR
Iowa
(9/17/2015)
RR
Kansas
(10/23/2015)
RR
Kentucky
(9/21/2015)
RR
Louisiana
(9/21/2015)
RR
Maine
(11/20/2015)
RR
Maryland
(10/2/2015)
RR
Massachusetts
(10/7/2015)
RR
Michigan
(9/30/2015)
RR
Minnesota
(9/17/2015)
RR
Mississippi
(9/22/2015)
RR
Missouri
(10/21/2015)
RR
Montana
(9/22/2015)
RR
Nebraska
(10/9/2015)
RR
Nevada
(9/30/2015)
RR
New Hampshire
(3/11/2016)
RR
New Jersey
(2/29/2016)
RR
New Mexico
(11/4/2015)
RR
New York
(5/19/2015)
RR
North Carolina
(11/25/2015)
RR
North Dakota
(10/27/2015)
RR
Ohio
(10/1/2015)
RR
Oklahoma
(9/17/2015)
RR
Oregon
(10/2/2015)
RR
Pennsylvania
(9/28/2015)
RR
Puerto Rico
(10/29/2015)
RR
Rhode Island
(9/17/2015)
RR
South Carolina
(10/27/2015)
RR
South Dakota
(9/17/2015)
RR
Tennessee
(2/6/2023)
RR
Texas
(1/29/2016)
RR
Utah
(9/21/2015)
RR
Vermont
(10/27/2015)
RR
Virgin Islands
(10/14/2015)
RR
Virginia
(5/19/2015)
RR
Washington
(10/2/2015)
RR
West Virginia
(10/27/2015)
RR
Wisconsin
(9/22/2015)
RR
Wyoming
(9/30/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 5/19/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AF
ASSETPOINT FINANCIAL, LLC
ASSETPOINT FINANCIAL, LLC

CRD#: 168796 / SEC#: , 8-69332

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
1300 North 17th Street Suite 1800, Arlington, VA 22209-3810
Mailing Address
1300 North 17th Street Suite 1800, Arlington, VA 22209-3810
Phone number
(703) 292-3400
Established
Delaware since 07/16/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
INTRAFI LLC (F/K/A INTRAFI NETWORK LLC)MEMBER
BERGIN, WILLIAM THOMASCHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER & EXECUTIVE REPRESENTATIVE3056261
KINNER, STEPHEN JOHNCHIEF EXECUTIVE OFFICER2542667
PARISE, JANICE DRUFINOP, PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER2338583

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ASSETPOINT FINANCIAL, LLC

CRD#: 168796Arlington, VA 22209-3810

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