Alexandre S Costa

Current Employers

Employment History

• 07/2008 → 10/2020
  Vanguard Marketing Corporation
  Malvern, PA
• 10/2020 → 06/2024
  Securities America, Inc. Dba Bare Wealth Advisors
  Gap, PA
• 10/2020 → 06/2024
  Securities America Advisors, Inc. Dba Bare Wealth Advisors
  Gap, PA
• 10/2023 → Present
  Bare Financial Services, Inc. Dba Bare Wealth Advisors
  Gap, PA
• 01/2015 → 10/2020
  Vanguard Advisors, Inc.
  Malvern, PA

Previous Registrations

• 2020-11-02 → 2024-05-31
  Securities America Advisors, Inc.
  Gap, PA
• 2015-01-13 → 2020-11-02
  Vanguard Advisers, Inc.
  Scottsdale, AZ
  Malvern, PA

Other Businesses

THE CROSSINGS AT EXTON STATION POSITION: Board Member NATURE: I am a member of my homeowners' association board. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 109 Percheron Dr, Spring City PA 19475 DESCRIPTION: I am responsible for approving architectural requests from residents as well as making decisions to improve our community. THE COSTA FAMILY TRUST POSITION: Trustee NATURE: My family trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/04/2016 ADDRESS: 264 Walnut Springs Ct, West Chester PA 19380 DESCRIPTION: This is a trust that was created for my immediate family and my wife and I are trustees of the trust. Currently there is no business being conducted from the trust. The only asset in the name of the trust is my primary residence. 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: 06/28/2023 ADDRESS: 835 Houston Run Drive, Suite 260, Gap PA 17527 DESCRIPTION: Provide clients with quotes and assist with completing applications for insurance BARE WEALTH ADVISORS POSITION: Investment Advisory 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 account and provide investment recommendation in advisory accounts

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-23
• S63 Uniform Securities Agent State Law Examination
  2008-09-22