Fiduciary Exchange LLC — Form D

Fiduciary Exchange LLC of BERWYN, PA, a company, filed a Form D exempt-offering notice with the SEC on 2021-06-07. The offering totals $6.0M, of which $2.7M was reported sold. Industry: Other Banking and Financial Services.

Offering

Issuer

Officers, directors & promoters (20)

NameRoleLocation
WILLIAM CRAGERDirectorBERWYN, PA
MINH BUIExecutive OfficerBERWYN, 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
Rich RomanoExecutive OfficerVillanova, PA
Tom SippDirectorVillanova, PA
Dan MacKinnonExecutive OfficerVillanova, 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$1.1M$1.1M
2018-01-04D$2.7M$1.3M

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