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Adam David Black

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
Securities America, Inc. Dba Bare Wealth Advisors Gap PA 07/2020 06/2024
Messiah College Mechanicsburg PA 08/2016 05/2020
The Carlisle Group Mechanicsburg PA 02/2020 03/2020
Lititz Mutual Insurance Company Lititz PA 06/2019 08/2019
Outback Toys Lititz PA 09/2012 08/2017
Unemployed Lititz PA 05/2020 07/2020
Securities America Advisors, Inc. Dba Bare Wealth Advisors Gap PA 05/2023 06/2024
Bare Financial Services, Inc. Dba Bare Wealth Advisors Gap PA 10/2023 Present
  • 07/2020 → 06/2024
    Securities America, Inc. Dba Bare Wealth Advisors
    Gap, PA
  • 08/2016 → 05/2020
    Messiah College
    Mechanicsburg, PA
  • 02/2020 → 03/2020
    The Carlisle Group
    Mechanicsburg, PA
  • 06/2019 → 08/2019
    Lititz Mutual Insurance Company
    Lititz, PA
  • 09/2012 → 08/2017
    Outback Toys
    Lititz, PA
  • 05/2020 → 07/2020
    Unemployed
    Lititz, PA
  • 05/2023 → 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
  • 2023-05-31 → 2024-05-31
    Securities America Advisors, Inc.
    Gap, PA
Other Businesses

BARE WEALTH ADVISORS POSITION: Investment Advisor Representative NATURE: Investment Advisor Representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 10/17/2023 ADDRESS: 835 Houston Run Drive, Suite 260, Gap PA 17527 DESCRIPTION: Provide comprehensive financial planning and investment advisory advice. Review advisory accounts and provide investment recommendations on advisory accounts.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-25
  • S66 Uniform Combined State Law Examination
    2023-05-25
Designations

View on SEC IAPD

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