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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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-25 |
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