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Advisor at IVC WEALTH ADVISORS LLC
SILVERDALE, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| IVC WEALTH ADVISORS LLC | Independent wealth | Apr 25, 2019 | n/a | yes | SILVERDALE, PA | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Apr 21, 2016 | Aug 19, 2019 | no | SILVERDALE, PA | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Oct 27, 2014 | Sep 22, 2016 | no | AUSTIN, TX|SILVERDALE, PA | Previous registration |
| FINANCIAL TELESIS, INC. | Former SEC adviser | Jun 8, 2011 | Oct 3, 2014 | no | DOYLESTOWN, PA|SAN RAFAEL, CA | Previous registration |
| NATIONAL PENN CAPITAL ADVISORS | Former SEC adviser | Mar 31, 2000 | Sep 2, 2014 | no | DOYLESTOWN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | IVC WEALTH ADVISORS LLC | Aug 19, 2019 | Apr 25, 2019 | -116 | Firm change after gap | Ibd to new firm |
| NFP ADVISOR SERVICES, LLC | KESTRA ADVISORY SERVICES, LLC | Sep 22, 2016 | Apr 21, 2016 | -154 | Bulk transfer | Other |
| FINANCIAL TELESIS, INC. | NFP ADVISOR SERVICES, LLC | Oct 3, 2014 | Oct 27, 2014 | 24 | Firm change | Other |
| NATIONAL PENN CAPITAL ADVISORS | FINANCIAL TELESIS, INC. | Sep 2, 2014 | Jun 8, 2011 | -1,182 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283330:301127:PA:2019-08-05 | Aug 19, 2019 | Apr 25, 2019 | SILVERDALE, PA | Firm change after gap |