Dane Francis Czaplicki

Current Employers

Employment History

• 08/2007 → 03/2017
  West Capital Management, Inc.
  Philadelphia, PA
• 10/2016 → 07/2020
  West Capital Management
  Philadelphia, PA
• 09/2010 → 12/2022
  Long Short Advisors
  Palm Beach, FL
• 01/2021 → 12/2022
  Nexwealth Llc
  Bozeman, MT
• 10/2021 → 12/2022
  Long Short Advisors
  Philadelphia, PA
• 12/2022 → 08/2023
  Cs Planning Corp.
  Portland, OR
• 12/2021 → 12/2022
  Nexwealth Llc
  Palm Gardens, FL
• 08/2022 → Present
  Members Wealth, Llc
  Media, PA
• 08/2023 → Present
  Members Wealth, Llc
  Media, PA

Previous Registrations

• 2022-12-21 → 2023-11-09
  Cs Planning Corp
  Portland, OR
  Media, PA
• 2021-10-27 → 2023-03-03
  Long Short Advisors, Llc
  Philadelphia, PA
  Media, PA
  Palm Beach Gardens, FL
• 2021-12-10 → 2022-12-31
  Nexwealth Llc
  Media, PA
  Palm Beach Gardens, FL
• 2016-10-18 → 2020-07-02
  Bryn Mawr Trust Advisors, Llc
  Philadelphia, PA
• 2007-08-29 → 2017-03-30
  West Capital Management, Inc.
  Philadelphia, PA
• 2005-01-01 → 2007-07-12
  Veritable Lp
  Newtown Square, PA

Other Businesses

Real Estate for Rental Purposes. Owner and proprietor. Owner since August 2002. 80-100 hours per month. Zero of which is during trading hours. Duties include but are not limited to: Research, Analysis, Management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-21
• S63 Uniform Securities Agent State Law Examination
  2001-03-30

Designations