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Christian T. Barhite

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CRD#: 7397899
CB

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.

Christian Troy Barhite was a registered financial professional .

Christian is a previously registered financial professional and started their career in finance in 2021. Christian had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 name of the business is Barhite Corporate Services LLC. It is not investment related and is located at my home address of 24391 County Road B in Archbold, Ohio 43502. We provide bookkeeping and bookkeeping consulting services as well as writing services (such as SEO blog posts, ghostwriting, etc.). I cofounded this business with my wife in August of 2020 currently hold the title of Vice President. This is currently my full time job and I average 45 hours of work per week, of which 32.5 of which are during securities trading hours (9:30-4pm EST, and this is all prior to joining with Smith Investment Management). Currently my duties involve bookkeeping and consulting for a few clients and maintaining Barhite Corporate Services' financial records (bookkeeping, accounts receivable, accounts payable etc.).

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

June 23, 2021 - December 13, 2024

IMPASSIONED WEALTH MANAGEMENT LTD

RIA
CRD#: 139264
NAPOLEON, OH

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
IAR
Series 65
Date: 6/7/2021
Uniform Investment Adviser Law Examination

Current Firm

IW
IMPASSIONED WEALTH MANAGEMENT LTD
IMPASSIONED WEALTH MANAGEMENT LTD | SMITH, DAVID CALVIN | SMITH INVESTMENT MANAGEMENT | IMPASSONED WEALTH MANAGEMENT LTD

CRD#: 139264 / SEC#: 801-66140

RIA
Registered Investment Advisory firm - (12/4/2006 Terminated)
California
Registered Investment Advisory firm - (7/23/2024 Approved)
Georgia
Registered Investment Advisory firm - (12/10/2012 Terminated)
Ohio
Registered Investment Advisory firm - (11/18/2010 Approved)
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Contact information

Main Address
Napoleon, OH
Mailing Address
Phone number
(419) 966-3925
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts58
AUM (Assets Under Management)$ 14,249,174

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

IMPASSIONED WEALTH MANAGEMENT LTD

CRD#: 139264

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