AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
BM

Barry Bennett Mione

KAPITALL GENERATION
DAVENPORT, FL
·CRD# 1683147·37 years experience

Professional Summary

Barry Bennett Mione, who also goes by Barry B Mione, is a registered financial advisor currently at KAPITALL GENERATION, LLC located in Davenport, Florida. Barry is registered as a RR (Registered Representative) and started their career in finance in 1989. Barry has worked at 5 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 14, Series 24 and Series 8 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Barry B Mione

Blog Corner

Similar Advisors

Michael Patrick Mcalpin
Michael Patrick Mcalpin

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL · CRD#
View profile
Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
Walter Pachniuk
Walter Pachniuk

TRUSTMONT ADVISORY GROUP, INC.

NEWTOWN, CT · CRD#
Dalton Stockton
Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Michael Patrick Mcalpin
Michael Patrick Mcalpin

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL · CRD#
Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
Walter Pachniuk
Walter Pachniuk

TRUSTMONT ADVISORY GROUP, INC.

NEWTOWN, CT · CRD#
Dalton Stockton
Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Michael Patrick Mcalpin
Michael Patrick Mcalpin

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL · CRD#
Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
Walter Pachniuk
Walter Pachniuk

TRUSTMONT ADVISORY GROUP, INC.

NEWTOWN, CT · CRD#
Dalton Stockton
Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Michael Patrick Mcalpin
Michael Patrick Mcalpin

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL · CRD#
Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
Walter Pachniuk
Walter Pachniuk

TRUSTMONT ADVISORY GROUP, INC.

NEWTOWN, CT · CRD#
Dalton Stockton
Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#

Years of Experience

37 years in the financial services industry

Current & Past Employments

KAPITALL GENERATION, LLC·CRD# 153157
BD
1415 Bunker Drive, Davenport, FL 33896
September 14, 2011 - Present
E*TRADE SECURITIES LLC·CRD# 29106
BD
Jersey City, NJ
January 3, 2006 - July 6, 2009
HARRISDIRECT LLC·CRD# 42159
BD
Jersey City, NJ
June 2, 1997 - December 31, 2005
PERSHING LLC·CRD# 7560
BD
Jersey City, NJ
March 28, 1990 - June 2, 1997
J. T. MORAN & CO., INC.·CRD# 15655
BD
May 4, 1989 - October 7, 1989

Similar Advisors

Michael Patrick Mcalpin
Michael Patrick Mcalpin

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL · CRD#
Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
Walter Pachniuk
Walter Pachniuk

TRUSTMONT ADVISORY GROUP, INC.

NEWTOWN, CT · CRD#
Dalton Stockton
Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#

Current Firm

KG
KAPITALL GENERATION, LLC

KAPITALL GENERATION, LLC

CRD#: 153157 / SEC#: 8-68508
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

1415 Bunker Drive, Davenport, FL 33896

Mailing Address

1415 Bunker Drive, Davenport, FL 33896

Phone Number

(973) 271-6928

Established

Delaware since 12/28/2009

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FINSENSE HOLDINGSSOLE MEMBER—
MIONE, BARRY BENNETTCHIEF EXECUTIVE OFFICER1683147
MIONE, BARRY BENNETTCCO1683147
ROBERTS, STEPHEN ANTHONYFINOP5328932

Disclosures

Regulatory Event

1

Similar Advisors

Michael Patrick Mcalpin
Michael Patrick Mcalpin

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL · CRD#
Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
Walter Pachniuk
Walter Pachniuk

TRUSTMONT ADVISORY GROUP, INC.

NEWTOWN, CT · CRD#
Dalton Stockton
Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#

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.

Similar Advisors

Michael Patrick Mcalpin
Michael Patrick Mcalpin

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL · CRD#
Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
Walter Pachniuk
Walter Pachniuk

TRUSTMONT ADVISORY GROUP, INC.

NEWTOWN, CT · CRD#
Dalton Stockton
Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(2/8/2016)
RR
Alaska
(1/28/2016)
RR
Arizona
(1/28/2016)
RR
Arkansas
(1/28/2016)
RR
California
(12/8/2015)
RR
Colorado
(1/5/2016)
RR
Connecticut
(2/1/2016)
RR
Delaware
(12/14/2015)
RR
District of Columbia
(12/8/2015)
RR
Florida
(12/11/2015)
RR
Georgia
(3/1/2016)
RR
Hawaii
(8/9/2017)
RR
Idaho
(12/8/2015)
RR
Illinois
(12/8/2015)
RR
Indiana
(2/8/2016)
RR
Iowa
(1/15/2016)
RR
Kansas
(12/17/2015)
RR
Kentucky
(12/14/2015)
RR
Louisiana
(2/24/2016)
RR
Maine
(12/8/2015)
RR
Maryland
(12/14/2015)
RR
Massachusetts
(12/9/2015)
RR
Michigan
(12/10/2015)
RR
Minnesota
(2/4/2016)
RR
Mississippi
(5/9/2017)
RR
Missouri
(12/8/2015)
RR
Montana
(12/8/2015)
RR
Nebraska
(5/4/2016)
RR
Nevada
(1/29/2016)
RR
New Hampshire
(12/8/2015)
RR
New Jersey
(1/28/2016)
RR
New Mexico
(2/25/2015)
RR
New York
(10/20/2011)
RR
North Carolina
(12/9/2015)
RR
North Dakota
(12/8/2015)
RR
Ohio
(12/8/2015)
RR
Oklahoma
(2/1/2016)
RR
Oregon
(2/9/2016)
RR
Pennsylvania
(12/8/2015)
RR
Puerto Rico
(12/9/2015)
RR
Rhode Island
(12/9/2015)
RR
South Carolina
(12/8/2015)
RR
South Dakota
(1/28/2016)
RR
Tennessee
(7/3/2017)
RR
Texas
(12/18/2015)
RR
Utah
(12/8/2015)
RR
Vermont
(2/22/2016)
RR
Virginia
(2/1/2016)
RR
Washington
(2/12/2016)
RR
West Virginia
(2/3/2016)
RR
Wisconsin
(12/8/2015)
RR
Wyoming
(3/8/2016)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2011About the Series 63 exam

Series 52TO — Municipal Securities Representative Examination

Passed Nov 2025About the Series 52TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 1989About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Aug 1994About the Series 24 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed May 1993
FINRA
SRO Registrations

Similar Advisors

Michael Patrick Mcalpin
Michael Patrick Mcalpin

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL · CRD#
Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
Walter Pachniuk
Walter Pachniuk

TRUSTMONT ADVISORY GROUP, INC.

NEWTOWN, CT · CRD#
Dalton Stockton
Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Barry Bennett Mione's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Michael Patrick Mcalpin
Michael Patrick Mcalpin

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL · CRD#
Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
Walter Pachniuk
Walter Pachniuk

TRUSTMONT ADVISORY GROUP, INC.

NEWTOWN, CT · CRD#
Dalton Stockton
Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#
BM
Follow Barry
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required