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David Lon Denlinger

BARE WEALTH ADVISORS
GAP, PA
·CRD# 7364890·5 years experience

Professional Summary

David Lon Denlinger is a registered financial advisor currently at BARE WEALTH ADVISORS located in Gap, Pennsylvania. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. David has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

5 years in the financial services industry

Current & Past Employments

BARE WEALTH ADVISORS·CRD# 328043
RIA
835 Houston Run Drive Suite 260, Gap, PA 17527
January 8, 2026 - Present
SECURITIES AMERICA, INC.·CRD# 10205
BD
Gap, PA
April 7, 2022 - May 31, 2024

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Current Firm

BW
BARE WEALTH ADVISORS

BARE FINANCIAL SERVICES INC. | BARE WEALTH ADVISORS

CRD#: 328043 / SEC#: 801-128789
RIA
Registered Investment Advisory firm - SEC (9/28/2023 Approved)

Contact Information

Main Address

835 Houston Run Drive Suite 260, Gap, PA 17527

Phone Number

(717) 407-5200

# of Employees

19

SEC notice filing (5 States and Territories)

Registered to provide investment advisory services in 5 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (7/17/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,815

AUM (Assets Under Management)

$662,264,475

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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.

COZY HILLTOP FARMHOUSE POSITION: co manager NATURE: Short-term rental unit INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 1230 Stoney Lane, Conestoga PA 17516, United States DESCRIPTION: My wife and I rent out a short term rental in the other side of the home we currently live in. we manage the applications: Airbnb and VRBO and clean the home in between guest stays. CONESTOGA CLASSIC POSITION: Manage and clean the home in-between stays NATURE: Short Term rental unit INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/07/2023 ADDRESS: 3462 Main Street, Conestoga PA 17516, United States DESCRIPTION: My wife and I rent out a home that we purchased in Conestoga, PA. We manage the applications: Airbnb and VRBO and clean the home in between guest stays. PA LIFE AND HEALTH POSITION: Processor NATURE: PA Life and Health insurance license INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2022 ADDRESS: 835 Houston Run Drive, Suite 260, Gap PA 17527, United States DESCRIPTION: I sell Medicare supplemental and advantage plans and I process Annuity applications.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BARE WEALTH ADVISORS

BARE FINANCIAL SERVICES INC. | BARE WEALTH ADVISORS

CRD#: 328043 / SEC#: 801-128789
RIA
Registered Investment Advisory firm - SEC (9/28/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Pennsylvania
(1/8/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your 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 Jun 2025About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed Apr 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2021About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view David Lon Denlinger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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