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David John Berns

Investment Adviser Representative at HD MONEY, INC.

Sarasota, FLCRD #6398192Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
1 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David John Berns has worked in the securities industry since 2016. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Florida
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/27/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 5/12/2015
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/5/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/9/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.04
Source

HD Money, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

HD MONEY, INC.Current
7/27/2024Sarasota, FL
BISON ADVISORS
12/13/20237/3/2024Sarasota, FL
TRUADVICE LLC
12/10/202112/4/2023Sarasota, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at HD MONEY, INC.

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View HD MONEY, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David John Berns has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David John Berns - Financial Advisor in Sarasota, FL | AdvisorFinder