David John Berns

Employer firm

Hd Money, Inc. CRD 167623

$386M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 12/2016
  Wells Fargo Bank Na
  Venice, FL
• 12/2016 → 04/2020
  Jp Morgan Chase Bank
  Venice, FL
• 11/2016 → 11/2016
  Best Buy
  Sarasota, FL
• 04/2020 → 08/2020
  Fifth Third Bank
  Sarasota, FL
• 11/2020 → 07/2024
  Truadvice Llc
  Sarasota, FL
• 12/2023 → 07/2024
  Bison Advisors
  Hartwell, GA
• 07/2024 → Present
  Hd Money, Inc.
  Sarasotta, FL

Previous Registrations

• 2023-12-13 → 2024-07-03
  Bison Wealth, Llc
  Sarasota, FL
  Atlanta, GA
• 2021-12-10 → 2023-12-04
  Truadvice Llc
  Sarasota, FL
  Sarasota, FL

Other Businesses

INSURANCE LICENSED LIFE AND HEALTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-27
• S63 Uniform Securities Agent State Law Examination
  2015-05-12

Other Names

• David Berns
• David John Berns