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Ryan Matthew Kurtz

Bare Wealth Advisors

Gap, PA

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Current Employers
Bare Wealth Advisors

835 Houston Run Drive Suite 260, Gap, PA 17527 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-10-16
  • PA RA
    APPROVED
    Since 2023-10-16

Branch Locations

835 Houston Run Drive Suite 260, Gap, PA 17527 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cornerstone Drywall Co. Strasburg PA 06/2005 05/2018
Securities America, Inc. Dba Bare Wealth Advisors Gap PA 06/2015 06/2024
Securities America Advisors, Inc. Dba Bare Wealth Advisors Gap PA 10/2015 06/2024
Bare Financial Services, Inc. Dba Bare Wealth Advisors Gap PA 10/2023 Present
  • 06/2005 → 05/2018
    Cornerstone Drywall Co.
    Strasburg, PA
  • 06/2015 → 06/2024
    Securities America, Inc. Dba Bare Wealth Advisors
    Gap, PA
  • 10/2015 → 06/2024
    Securities America Advisors, Inc. Dba Bare Wealth Advisors
    Gap, PA
  • 10/2023 → Present
    Bare Financial Services, Inc. Dba Bare Wealth Advisors
    Gap, PA
Previous Registrations
  • 2015-10-20 → 2024-05-31
    Securities America Advisors, Inc.
    Gap, PA
Other Businesses

***DBA: Bare Wealth Advisors ***INSURANCE SALES POSITION: Insuance agent NATURE: 2) RYAN KURTZ - INSURANCE SALES - AGENT - NON INVESTMENT RELATED - START DATE: 12/2012 - LOCATED AT 835 Houston Run Drive Suite 260 Gap PA 17527 INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 12/01/2012 ADDRESS: 835 houston Run Dr, Suite 260, Gap PA 17527 DESCRIPTION: I am a financial adviser. If insurance is needed in someone's situation I am able to help them set up coverage ***PUPPY SALES POSITION: raise puppies NATURE: Our family is raising and selling puppies from our pet dog INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/11/2021 ADDRESS: 181 hillcrest Rd, new holland PA 17557 DESCRIPTION: selling puppies ***BARE WEALTH ADVISORS POSITION: investment advisor representative NATURE: Investment Advisor Representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 40 START DATE: 10/17/2023 ADDRESS: 835 Houston Run Drive Suite 260, Gap PA 17527 DESCRIPTION: Provide comprehensive financial planning and investment advisors advice Review and provide investment recommendations on advisory accounts

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-03
S63 Uniform Securities Agent State Law Examination 2013-02-23
  • S65 Uniform Investment Adviser Law Examination
    2015-08-03
  • S63 Uniform Securities Agent State Law Examination
    2013-02-23
Other Names
  • Ryan Kurtz

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