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Lancaster, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Atglen | PA | 04/2007 | 01/2017 |
| Bare Financial Services, Inc. | Atglen | PA | 01/2007 | 01/2017 |
| Securities America Advisors, Inc | Atglen | PA | 07/2007 | 01/2017 |
| Fident Financial, Llc | Lancaster | PA | 01/2017 | Present |
Fident Ventures, LLC; not investment-related 1 Thunder Ln, Lancaster, PA 17602 Various creative projects outside of investment management or financial planning such as courses for other advisors and religious medallion creation and sales Owner of the business Start date of January 2023 Approximately 10-15 hours per month Approximately 0-1 hours during securities trading hours Overseeing ideas, fulfilling any purchases, content creation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-20 |
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