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David Arthur Kring

Conestoga Wealth Management

Exton, PA

CRD 4949862

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Employer firm

Conestoga Wealth Management CRD 158981

30 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Conestoga Wealth Management

64 East Uwchlan Avenue #228, Exton, PA 19341 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-11-15
  • PA RA
    APPROVED
    Since 2011-11-15

Branch Locations

64 East Uwchlan Avenue #228, Exton, PA 19341 • 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
Conestoga Wealth Management (158981) Downingtown PA 11/2011 Present
  • 11/2011 → Present
    Conestoga Wealth Management (158981)
    Downingtown, PA
Previous Registrations
  • 2007-01-22 → 2011-11-28
    Walnut Street Securities, Inc.
    Wilmington, DE
    Chester Springs, PA
Other Businesses

1.) INDEPENDENT INSURANCE AGENT (DISABILITY, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE) FOR 3 HRS/WK DURING SECURITIES TRADING HRS SINCE 2008 2.) TALENT/ ACTOR/ ENTERTAINER, 1 HOUR/WEEK DURING SECURITIES TRADING HOURS WEEKLY, START DATE 6/2010 CONTRIBUTOR TO WWW.BRIGHTSCOPE.COM WEBSITE FOR 1 HOUR PER WEEK DURING SECURITIES TRADING HOURS SINCE 6/2013.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-01-19
S63 Uniform Securities Agent State Law Examination 2006-01-27
  • S65 Uniform Investment Adviser Law Examination
    2007-01-19
  • S63 Uniform Securities Agent State Law Examination
    2006-01-27
Designations
  • Certified Financial Planner
Other Names
  • David Kring

View on SEC IAPD

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