David J. Herbe

Current Employers

One-Up Financial

1545 West 38Th Street, Erie, PA 16508 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-01-22

PA RA
APPROVED

Since 2025-01-22

Branch Locations

1545 West 38Th Street, Erie, PA 16508 • 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

Organization	City	State	From	To
Skm Wealth Advisors Llc Dba One-Up Financial,	Erie	PA	10/2024	Present
Holbrook & Mante	Columbus	OH	11/2016	06/2019
Crowe	Columbus	OH	10/2013	11/2016
Schaffner Knight Minnaugh & Co.	Erie	PA	01/2019	Present

10/2024 → Present

Skm Wealth Advisors Llc Dba One-Up Financial,

Erie, PA
11/2016 → 06/2019

Holbrook & Mante

Columbus, OH
10/2013 → 11/2016

Crowe

Columbus, OH
01/2019 → Present

Schaffner Knight Minnaugh & Co.

Erie, PA

Other Businesses

- Schaffner, Knight, Minnaugh & Company PC - Not Investment Related - 1545 West 38 Street - CPA Firm - Tax Partner - 01/2019 - 175 hours a month devoted - 175 hours a month devoted during securities trading hours - Oversees the Tax Department

Current Employers

One-Up Financial

Disclosures

Employment History

Other Businesses

Other Firms

Other Investors

Other Offices

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