Fiduciary Exchange LLC — Form D

Fiduciary Exchange LLC of BERWYN, PA, a company, filed a Form D exempt-offering notice with the SEC on 2018-01-04. The offering totals $2.7M, of which $1.3M was reported sold. Industry: Other Banking and Financial Services.

Offering

Issuer

Officers, directors & promoters (20)

NameRoleLocation
Tom SippDirectorVillanova, PA
Dan MacKinnonExecutive OfficerVillanova, PA
Rich RomanoExecutive OfficerVillanova, PA
Suzanne NiemeyerExecutive OfficerOrlando, FL
James WarrenExecutive OfficerMinneapolis, MN
PAULA J NELSONDirectorNEW YORK, NY
DANA J D'AURIADirectorBerwyn, PA
THOMAS J SIPPDirectorBERWYN, PA
RICHARD ROMANOExecutive OfficerBERWYN, PA
DYLAN J TYSONDirectorSHELTON, CT
RICHARD J ANESERDirectorBERWYN, PA
PAUL J HONDROSDirectorBERWYN, PA
JOSHUA J MAYERDirectorBerwyn, PA
NATE EINHORNExecutive OfficerBERWYN, PA
JOSHUA MAYERDirectorBERWYN, PA
PAUL HONDROSDirectorBERWYN, PA
RICHARD ANESERDirectorBERWYN, PA
THOMAS SIPPDirectorBERWYN, PA
WILLIAM CRAGERDirectorBERWYN, PA
MINH BUIExecutive OfficerBERWYN, PA

Other filings by this issuer (5)

FiledFormOfferingSold
2024-03-19D$12.0M$12.0M
2022-11-10D$24.3M$24.3M
2022-03-17D$5.0M$5.0M
2021-06-07D$6.0M$2.7M
2021-06-07D$1.1M$1.1M

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