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Inactive

David John Berns

Hd Money, Inc.

Sarasota, FL

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Current Employers
Hd Money, Inc.

3322 Bee Ridge Road Suite 200, Sarasota, FL 34239 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-27
  • FL RA
    APPROVED
    Since 2024-07-27

Branch Locations

3322 Bee Ridge Road Suite 200, Sarasota, FL 34239 • 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
Wells Fargo Bank Na Venice FL 07/2013 12/2016
Jp Morgan Chase Bank Venice FL 12/2016 04/2020
Best Buy Sarasota FL 11/2016 11/2016
Fifth Third Bank Sarasota FL 04/2020 08/2020
Truadvice Llc Sarasota FL 11/2020 07/2024
Bison Advisors Hartwell GA 12/2023 07/2024
Hd Money, Inc. Sarasotta FL 07/2024 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-27
S63 Uniform Securities Agent State Law Examination 2015-05-12
  • 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

View on SEC IAPD

Other Firms

CPA INVESTMENT SOLUTIONS, INC.
EDWARD JONES
HENDRICKS WEALTH AND ESTATE MANAGEMENT
OSAIC WEALTH, INC.
ACCURATE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BASE WEALTH MANAGEMENT
RETIREMENT MONEY MANAGEMENT

Other Investors

ANGELA ROBIN HILLIARD DYCHES
Kevin St John
Thomas Donald Anderson
JOHNATHAN RYAN HENDRIX
MEREDITH BAKER FREEMAN
RICHARD MANANSALA MANANKIL
CHRISTOPHER D'ANDREA
LARRY J WOODRUFF

Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

More in Sarasota, FL

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