Lucas Todd Barnard
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Endeavor Advisors LLCMar 2025 to now
- Morgan StanleyJun 2023 to Mar 2025
- J.P. Morgan Securities LLCDec 2021 to Jun 2023
- JPMorgan Chase Bank, N.A.Dec 2021 to Jun 2023
- Stone Canyon Law PlcJan 2021 to Nov 2021
- Bluestein AttorneysMay 2020 to Feb 2021
- Buffalo Wild Wings, Inc.Sep 2018 to Apr 2019
- University of South CarolinaAug 2018 to May 2021
- Allison & Mosby-ScottMay 2018 to May 2019
- Elmhurst UniversityAug 2014 to May 2018
- State Farm Insurance Co.May 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Endeavor Advisors LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7483823
- 309563