Best Investors
Account
Sign in
835 Houston Run Drive Suite 260, Gap, PA 17527 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-10-16 |
Branch Locations
835 Houston Run Drive Suite 260, Gap, PA 17527 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
***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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-23 |
Reach out to this advisor