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David Evan Tomback

Earndex, LLC

Bryn Mawr, PA

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Current Employers
Earndex, Llc

Bryn Mawr, PA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-07
NY RA APPROVED 2021-06-14
PA RA APPROVED 2021-01-04
  • TX RA
    APPROVED_RES
    Since 2023-11-07
  • NY RA
    APPROVED
    Since 2021-06-14
  • PA RA
    APPROVED
    Since 2021-01-04

Branch Locations

Bryn Mawr, PA • 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
Earndex, Llc New York NY 02/2019 Present
David Tomback Financial Planning New York NY 08/2017 02/2019
Full-Time Education (Financial Planning) New York NY 04/2017 08/2017
Yipit, Inc. New York NY 08/2011 03/2017
  • 02/2019 → Present
    Earndex, Llc
    New York, NY
  • 08/2017 → 02/2019
    David Tomback Financial Planning
    New York, NY
  • 04/2017 → 08/2017
    Full-Time Education (Financial Planning)
    New York, NY
  • 08/2011 → 03/2017
    Yipit, Inc.
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-02
  • S65 Uniform Investment Adviser Law Examination
    2018-11-02
Designations

View on SEC IAPD

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