Andrew David Barlow
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
15 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Envoy Advisory Inc.May 2022 to now
- Harvesting Kingdom ResourcesJan 2021 to now
- Envoy FinancialSep 2020 to now
- Harvest Investment Services, LLCSep 2020 to now
- Brand ChampionsSep 2019 to now
- PassMay 2019 to Sep 2019
- PassApr 2018 to Apr 2019
- Shoot & ShareJan 2011 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
Envoy Advisory Inc.
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.
- 7555902
- 306559