0001879785-24-000007.txt : 20240319 0001879785-24-000007.hdr.sgml : 20240319 20240319135039 ACCESSION NUMBER: 0001879785-24-000007 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20240319 DATE AS OF CHANGE: 20240319 EFFECTIVENESS DATE: 20240319 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Fiduciary Exchange LLC CENTRAL INDEX KEY: 0001727061 ORGANIZATION NAME: IRS NUMBER: 823180613 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-508026 FILM NUMBER: 24762286 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 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 JAMES WARREN 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 DANA D'AURIA 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 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 2024-03-15 false true false 0 12012115 12012115 0 false 6 0 0 0 true false Fiduciary Exchange LLC /S/ SUZANNE NIEMEYER SUZANNE NIEMEYER GENERAL COUNSEL 2024-03-18