DB
Daren S. Bitter
ARIMATHEA
Charlotte, NC
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CRD#: 8021606
DB
Professional summary
Daren Scott Bitter is a registered financial advisor currently at ARIMATHEA located in Charlotte, North Carolina.
Daren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Daren has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 The Walters Institute, non-investment related, 16021 N Florida Avenue, Lutz, FL, 33549, CPAs/tax consultants who work only through financial advisors to provide tax planning education and services for integration into the advisors' practices, Director of Advisor Relations, Dec 2020 and, in an "as-needed" capacity in an effort close potential clients as of July 31, 2024; no new additional business developments efforts have occurred since that date. I average 0-2 hours per month on this effort. 0 hours devoted to OBA during securities trading hours. Responsible for cold/warm lead generation, introducing the education platform and ongoing subscription services to financial/wealth advisors across the US, and maintaining advisor relationships over time. I have had, inception to date, no contact whatsoever with end/retail clients as it relates to their personal financial information or the results from the analysis of the same. This is strictly relationship-based with advisors.
CRS (Client Relationship Summary) - RIA
Click below to view Daren Scott Bitter's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 31, 2025 - Present
ARIMATHEA
RIA
CRD#: 330140
Charlotte, NC
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".
AR
ARIMATHEA
ARIMATHEA | SANCTIFI
CRD#: 330140 / SEC#: 801-129748
RIA
Registered Investment Advisory firm - (3/29/2024 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.Highlighted states indicate IAR registrations
IAR
North Carolina(1/31/2025)
IAR
Texas(7/11/2025)
Current Firm
AR
ARIMATHEA
ARIMATHEA | SANCTIFI
CRD#: 330140 / SEC#: 801-129748
RIA
Registered Investment Advisory firm - (3/29/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
319 N Main St, Fort Bragg, CA 95437
Mailing Address
Phone number
(707) 813-7070
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 2,701,763 |
Red Flags
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