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Nathan R. Barnes

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CRD#: 5051288
NB

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.

Nathan Robert Barnes, who also goes by Nathan Robert Barnes, was a registered financial professional .

Nathan is a previously registered financial professional and started their career in finance in 2005. Nathan had worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Nathan Robert Barnes

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

March 3, 2025 - June 16, 2025

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
SHELTON, CT
Past

June 14, 2024 - August 2, 2024

OSAIC WEALTH, INC.

BD
CRD#: 23131
Birmingham, AL
Past

May 24, 2024 - June 14, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
Birmingham, AL
Past

September 14, 2020 - May 10, 2024

LION STREET FINANCIAL, LLC

BD
CRD#: 165828
AUSTIN, TX
Past

September 15, 2010 - September 8, 2020

SAYBRUS EQUITY SERVICES, LLC

BD
CRD#: 153319
DIX HILLS, NY
Past

February 4, 2009 - September 15, 2010

AXCELUS FINANCIAL DISTRIBUTION COMPANY

BD
CRD#: 38383
EVERGREEN, CO
Past

August 4, 2008 - February 4, 2009

VP DISTRIBUTORS LLC

BD
CRD#: 3036
LITTLETON, CO
Past

September 27, 2007 - June 27, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
DENVER, CO
Past

September 27, 2007 - June 27, 2008

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
DENVER, CO
Past

May 9, 2006 - May 11, 2007

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
DENVER, CO
Past

December 15, 2005 - May 11, 2007

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
DENVER, CO

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
IAR
Series 66
Date: 1/19/2006
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PA
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC
AMERICAN SKANDIA MARKETING, INC. | PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

CRD#: 21570 / SEC#: , 8-39058

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


Main Address
One Corporate Drive, Shelton, CT 06484
Mailing Address
One Corporate Drive, Shelton, CT 06484
Phone number
(800) 628-6039
Established
Delaware since 09/08/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
THE PRUDENTIAL INSURANCE COMPANY OF AMERICASHAREHOLDER COMMON
CARROLL, TRACEY MARIAPRESIDENT5841463
HAGGERTY, SCOTT PETERCHIEF EXECUTIVE OFFICER2619329
HARTNETT, CHRISTINA ACHIEF OPERATING OFFICER2672099
MCGRATH, SHANE THOMASCHIEF COMPLIANCE OFFICER4458909
SMIT, ROBERT PHILIPFINOP, CFO2332366
THOMSEN, JORDAN KCHIEF LEGAL OFFICER AND SECRETARY2821664

Disclosures


Regulatory Event2
Civil Event1

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


PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

CRD#: 21570

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