0001879785-22-000072.txt : 20221110 0001879785-22-000072.hdr.sgml : 20221110 20221110125157 ACCESSION NUMBER: 0001879785-22-000072 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20221110 DATE AS OF CHANGE: 20221110 EFFECTIVENESS DATE: 20221110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Fiduciary Exchange LLC CENTRAL INDEX KEY: 0001727061 IRS NUMBER: 823180613 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-464463 FILM NUMBER: 221376128 BUSINESS ADDRESS: STREET 1: 1000 CHESTERBROOK BOULEVARD STREET 2: SUITE 135 CITY: BERWYN STATE: PA ZIP: 19312 BUSINESS PHONE: 484 325-2160 MAIL ADDRESS: STREET 1: 1000 CHESTERBROOK BOULEVARD STREET 2: SUITE 135 CITY: BERWYN STATE: PA ZIP: 19312 D 1 primary_doc.xml X0708 D LIVE 0001727061 Fiduciary Exchange LLC 1000 CHESTERBROOK BOULEVARD SUITE 135 BERWYN PA PENNSYLVANIA 19312 484 325-2160 DELAWARE None None Limited Liability Company true 2017 SUZANNE NIEMEYER C/O FIDUCIARY EXCHANGE LLC 1000 CHESTERBROOK BOULEVARD, SUITE 135 BERWYN PA PENNSYLVANIA 19312 Executive Officer RICHARD ROMANO C/O FIDUCIARY EXCHANGE LLC 1000 CHESTERBROOK BOULEVARD, SUITE 135 BERWYN PA PENNSYLVANIA 19312 Executive Officer NATE EINHORN C/O FIDUCIARY EXCHANGE LLC 1000 CHESTERBROOK BOULEVARD, SUITE 135 BERWYN PA PENNSYLVANIA 19312 Executive Officer PAUL J HONDROS C/O MAGIS CAPITAL PARTNERS LLC 1000 CHESTERBROOK BOULEVARD, SUITE 135 BERWYN PA PENNSYLVANIA 19312 Director THOMAS SIPP C/O MAGIS CAPITAL PARTNERS LLC 1000 CHESTERBROOK BOULEVARD, SUITE 135 BERWYN PA PENNSYLVANIA 19312 Director JOSHUA MAYER C/O ENVESTNET, INC. 1000 CHESTERBROOK BOULEVARD, SUITE 250 Berwyn PA PENNSYLVANIA 19312 Director RICHARD ANESER C/O ENVESTNET, INC. 1000 CHESTERBROOK BOULEVARD, SUITE 250 BERWYN PA PENNSYLVANIA 19312 Director DYLAN TYSON C/O PRUDENTIAL ANNUITIES HOLDING COMPANY INC., ONE CORPORATE DRIVE SHELTON CT CONNECTICUT 06484 Director PAULA NELSON C/O FORETHOUGHT LIFE INSURANCE COMPANY 30 HUDSON YARDS, 74TH FLOOR NEW YORK NY NEW YORK 10001 Director Other Banking and Financial Services Decline to Disclose 06b false 2022-11-04 false true false 0 24310130 24310130 0 false 7 0 0 0 true false Fiduciary Exchange LLC /S/ SUZANNE NIEMEYER SUZANNE NIEMEYER GENERAL COUNSEL 2022-11-10