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Hugh O. Barndollar

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CRD#: 2084783
HB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Hugh Ordway Barndollar SR., who also goes by Hugh Ordway Barndollar Jr, was a registered financial professional .

Hugh is a previously registered financial professional and started their career in finance in 1990. Hugh had worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Hugh Ordway Barndollar Jr

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 13, 2014 - August 14, 2020

PUREPATH WEALTH MANAGEMENT

RIA
CRD#: 168247
LAND O' LAKES, FL
Past

April 30, 2013 - December 31, 2014

CROWN CAPITAL SECURITIES, L.P.

RIA
CRD#: 6312
LAND O' LAKES, FL
Past

April 24, 2013 - January 13, 2020

CROWN CAPITAL SECURITIES, L.P.

BD
CRD#: 6312
LAND O' LAKES, FL
Past

October 31, 2008 - April 26, 2013

NEWPORT COAST SECURITIES, INC.

RIA
CRD#: 16944
ODESSA, FL
Past

August 1, 2008 - April 26, 2013

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
ODESSA, FL
Past

August 9, 2007 - August 29, 2008

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 124446
NEW PORT RICHEY, FL
Past

June 29, 2007 - August 29, 2008

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
NEW PORT RICHEY, FL
Past

April 6, 1999 - June 29, 2007

BROOKSTREET SECURITIES CORPORATION

RIA
CRD#: 14667
NEW PORT RICHEY, FL
Past

May 29, 1998 - June 29, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
NEW PORT RICHEY, FL
Past

December 16, 1997 - March 9, 1998

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

BD
CRD#: 2864
BRYAN, OH
Past

May 24, 1996 - December 21, 1997

CRISPIN KOEHLER SECURITIES

BD
CRD#: 10596
TAMPA, FL
Past

August 5, 1991 - May 23, 1996

CALTON & ASSOCIATES, INC.

BD
CRD#: 20999
TAMPA, FL
Past

August 24, 1990 - April 2, 1991

FFP SECURITIES, INC.

BD
CRD#: 16337
CHESTERFIELD, MO

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/8/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PW
PUREPATH WEALTH MANAGEMENT
BARNDOLLAR ADVISORY SERVICES INCORPORATED | PUREPATH WEALTH MANAGEMENT | BARNDOLLAR INVESTMENT ADVISORY SERVICES INCORPORATED | BARNDOLLAR INVESTMENT ADVISORY SERVICES INC. | BARNDOLLAR FINANCIAL | BARNDOLLAR FIDUCIARY

CRD#: 168247 / SEC#:

Florida
Registered Investment Advisory firm - (10/29/2025 Termination Requested)
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Contact information


Main Address
2719 Letap Court Suite 101, Land O' Lakes, FL 34638
Mailing Address
Phone number
(727) 834-2000
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts321
AUM (Assets Under Management)$ 32,037,926

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


PUREPATH WEALTH MANAGEMENT

CRD#: 168247

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