Fiduciary Exchange LLC — Form D

Fiduciary Exchange LLC of BERWYN, PA, a company, filed a Form D exempt-offering notice with the SEC on 2022-11-10. The offering totals $24.3M, of which $24.3M was reported sold. Industry: Other Banking and Financial Services.

Offering

Issuer

Officers, directors & promoters (20)

NameRoleLocation
JOSHUA J MAYERDirectorBerwyn, PA
NATE EINHORNExecutive 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 MAYERDirectorBERWYN, PA
PAUL HONDROSDirectorBERWYN, PA
RICHARD ANESERDirectorBERWYN, PA
THOMAS SIPPDirectorBERWYN, PA
WILLIAM CRAGERDirectorBERWYN, PA
MINH BUIExecutive OfficerBERWYN, 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
2022-03-17D$5.0M$5.0M
2021-06-07D$6.0M$2.7M
2021-06-07D$1.1M$1.1M
2018-01-04D$2.7M$1.3M

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