Fiduciary Exchange LLC — Form D
Fiduciary Exchange LLC of BERWYN, PA, a company, filed a Form D exempt-offering notice with the SEC on 2024-03-19. The offering totals $12.0M, of which $12.0M was reported sold. Industry: Other Banking and Financial Services.
Offering
- Filed: 2024-03-19
- Form: D
- Accession: 0001879785-24-000007
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Total offering: $12.0M
- Amount sold: $12.0M
- Investors: 6
- Date of first sale: 2024-03-15
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-508026
Issuer
- Name: Fiduciary Exchange LLC
- CIK: 0001727061
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2017
- Address: 1000 CHESTERBROOK BOULEVARD, BERWYN, PA, 19312
- Phone: 484 325-2160
Officers, directors & promoters (20)
| Name | Role | Location |
|---|
| RICHARD J ANESER | Director | BERWYN, PA |
| DANA J D'AURIA | Director | Berwyn, PA |
| PAUL J HONDROS | Director | BERWYN, PA |
| PAULA J NELSON | Director | NEW YORK, NY |
| THOMAS J SIPP | Director | BERWYN, PA |
| DYLAN J TYSON | Director | SHELTON, CT |
| Suzanne Niemeyer | Executive Officer | Orlando, FL |
| RICHARD ROMANO | Executive Officer | BERWYN, PA |
| James Warren | Executive Officer | Minneapolis, MN |
| JOSHUA J MAYER | Director | Berwyn, PA |
| NATE EINHORN | Executive Officer | BERWYN, PA |
| JOSHUA MAYER | Director | BERWYN, PA |
| PAUL HONDROS | Director | BERWYN, PA |
| RICHARD ANESER | Director | BERWYN, PA |
| THOMAS SIPP | Director | BERWYN, PA |
| WILLIAM CRAGER | Director | BERWYN, PA |
| MINH BUI | Executive Officer | BERWYN, PA |
| Rich Romano | Executive Officer | Villanova, PA |
| Tom Sipp | Director | Villanova, PA |
| Dan MacKinnon | Executive Officer | Villanova, PA |
Other filings by this issuer (5)
More