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David A. Dudding

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CRD#: 1336216
DD

Professional summary


Being a previously registered professional could mean that this person 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.

David Alan Dudding CPA, who also goes by David Alan Dudding, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1985. David had worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David Alan Dudding

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.

Blog Corner


CRS (Client Relationship Summary)


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

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 6, 2018 - November 10, 2022

80/20 WEALTH MANAGEMENT, LLC

RIA
CRD#: 294738
CRESTWOOD, KY
Past

April 8, 2009 - December 31, 2010

OLDHAM ADVISORS, LLC

RIA
CRD#: 149524
CRESTWOOD, KY
Past

January 23, 1985 - May 10, 1985

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/17/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


8W
80/20 WEALTH MANAGEMENT, LLC
80/20 WEALTH MANAGEMENT, LLC

CRD#: 294738 / SEC#:

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Contact information


Main Address
6001 Claymont Village Drive Suite 10, Crestwood, KY 40014
Mailing Address
Phone number
(502) 432-7806
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

Red Flags


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.

Company Information


80/20 WEALTH MANAGEMENT, LLC

CRD#: 294738

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