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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 | 01/2019 | 06/2024 |
| Fulton Financial Corp | Lancaster | PA | 09/2008 | 12/2018 |
| Securities America Advisors, Inc. Dba Bare Wealth Advisors | Gap | PA | 03/2019 | 06/2024 |
| Bare Financial Services, Inc. Dba Bare Wealth Advisors | Gap | PA | 10/2023 | Present |
**Millersville Bible Church Position: volunteer Nature: Church volunteer Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 09/01/2017 Address: 58 W Frederick St, Millersville PA 17551 **Lamar King Position: owner Nature: Rental manager Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 10/01/2011 Address: 340 Morgan Dr, Lancaster PA 17601 **Lancaster County Christian School Position: volunteer Nature: Tuition finance committee Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 12/01/2018 Address: 2390 New Holland Pike, Lancaster PA 17601 **Bare Wealth Advisors - DBA **AGRICULTURE BUSINESS DEVELOPMENT CENTER POSITION: board member NATURE: PA Ag business development center board - committee member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/21/2019 ADDRESS: 2301 N Cameron St, Harrisburg PA 17110 DESCRIPTION: Board member to help provide insight/direction several Agricultural needs throughout the state. **INSURANCE AGENT POSITION: Employee NATURE: Insurance licensed and assist with insurance sales. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2022 ADDRESS: 835 Houston Run Dr., Suite 260, Gap PA 17527 DESCRIPTION: Provide clients with quotes and assist with completing applications for insurance.? **BARE WEALTH ADVISORS POSITION: Investment Advisor Representative NATURE: Investment Advisor Representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 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 recommendations on advisory accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-13 |
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