Barry Dean Gessner

Current Employers

Employment History

• 04/1985 → Present
  Dean Charles Associates Inc.
  Newtown, PA
• 01/2003 → 06/2024
  Securities America, Inc.
  Newtown, PA
• 05/2003 → 06/2024
  Securities America Advisors, Inc.
  Newtown, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Newtown, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Newtown, PA

Previous Registrations

• 2003-05-23 → 2024-06-14
  Securities America Advisors, Inc.
  Newtown, PA

Other Businesses

1. DEAN CHARLES ASSOCIATES, INC. AND HALE-SMITH INSURANCE SERVICES, LLC, AND QUICK TERM QUOTES, LLC POSITION: Agent NATURE: Dean Charles Associates, Inc. and Hale-Smith Insurance Services, LLC, and Quick Term Quotes, LLC, affiliated insurance agencies. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 03/01/1985 ADDRESS: 285 N. Sycamore Street, Newtown PA 18940 DESCRIPTION: Insurance Sales 2. X-PANDO PRODUCTS COMPANY, INC. POSITION: President NATURE: Majority shareholder and President of X-Pando Products Company, Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/30/2021 ADDRESS: 204 Stokes Avenue, Ewing NJ 08638 DESCRIPTION: Business investment with no responsibility for day-to-day operations. My activity will be financial oversight as the majority shareholder and President. Sean Gessner, a minority shareholder, assumes responsibility for day to day operations of the business. 3. FRANKFORD FRIENDS SCHOOL POSITION: Volunteer Committee Member & Board of Directors Member NATURE: Private Quaker School (Non-Profit Corporation) INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/16/2025 ADDRESS: 1500 Orthodox Street, Philadelphia PA 19124, United States DESCRIPTION: As a volunteer on the investment committee, my duties will be to support the school as a resource to the Director of Finance given my financial background. This is a new committee for the school which will meet twice a year. In addition, I will serve as a member of the school's Board of Directors overseeing activities of the school.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-26
• S63 Uniform Securities Agent State Law Examination
  2001-09-13