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David Alan Dudding Cpa

CRD# 1336216·Registered 1985 - 2022
Previously Registered: Being a previously registered professional could mean that David is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

David Alan Dudding CPA, who also goes by David Alan Dudding, was a registered financial advisor. David was a previously registered financial professional and started their career in finance 1985 - 2022. David had worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

David Alan Dudding

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

41 years in the financial services industry

Current & Past Employments

80/20 WEALTH MANAGEMENT, LLC·CRD# 294738
RIA
Crestwood, KY
June 6, 2018 - November 10, 2022
OLDHAM ADVISORS, LLC·CRD# 149524
RIA
Crestwood, KY
April 8, 2009 - December 31, 2010
FORESTERS FINANCIAL SERVICES, INC.·CRD# 305
BD
January 23, 1985 - May 10, 1985

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Current Firm

8W
80/20 WEALTH MANAGEMENT, LLC

80/20 WEALTH MANAGEMENT, LLC

CRD#: 294738

Contact Information

Main Address

6001 Claymont Village Drive Suite 10, Crestwood, KY 40014

Phone Number

(502) 432-7806

# of Employees

1

Documents

Latest Form ADV
0

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Oldham Advisors, LLC, 1409 Rebel Ridge Road, La Grange, KY; Not investment related; Nature of business: Business consulting and tax preparation; Title: Member; Start Date: 01/2009; Duties: Tax preparation services for individuals and corporate clients. Occasionally, act as CFO part time or contract basis; Time Spent: 10 hrs/week during tax season; Occasionally 1/hr during trading. // 2. Fireking International, LLC, 900 Park Place, New Albany, IN; Not investment related; Nature of business: Manufacturer of fire proof storage cabinets; Title: CFO; Start Date: 02/2021; Duties: Direct and oversee financial concerns of the business, prepare financial statements and analysis for management, Board of Directors and owners. Time Spent: 32 hrs/week, most during trading hours. // 3. 4003 Collins Lane LLC, 700 Colonel Anderson, Louisville, KY; Not investment related; Nature of business: Owner of single tenant commercial bldg; Title: Member; Start Date: 09/2016; Duties: Prepare monthly fin statements , partnership tax return and K-1; Hours spent: 2 hrs/month; 0 hrs during trading hours.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2018About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1994About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 1985About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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