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RIA / WealthAdvisor29 years in industry

PAUL JOSEPH MCCOLGAN

Advisor at IVC WEALTH ADVISORS LLC

SILVERDALE, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 17, 2008 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: IVC WEALTH ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 23, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: May 23, 1997
First registration: Sep 17, 2008
Dual registered: no
IAPD individual key: 2868491

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IVC WEALTH ADVISORS LLC	Independent wealth	Apr 26, 2019	n/a	yes	SILVERDALE, PA	Current employment
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 22, 2016	Feb 4, 2020	no	SILVERDALE, PA	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Oct 19, 2015	Sep 22, 2016	no	SILVERDALE, PA	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	Jun 6, 2011	Aug 15, 2014	no	SAN RAFAEL, CA\|DOYLESTOWN, PA	Previous registration
NATIONAL PENN CAPITAL ADVISORS	Former SEC adviser	Sep 17, 2008	Aug 20, 2014	no	DOYLESTOWN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
KESTRA ADVISORY SERVICES, LLC	IVC WEALTH ADVISORS LLC	Feb 4, 2020	Apr 26, 2019	-284	Firm change after gap	Ibd to new firm
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2016	Apr 22, 2016	-153	Bulk transfer	Other
NATIONAL PENN CAPITAL ADVISORS	FINANCIAL TELESIS, INC.	Aug 20, 2014	Jun 6, 2011	-1,171	Firm change after gap	Other
FINANCIAL TELESIS, INC.	NFP ADVISOR SERVICES, LLC	Aug 15, 2014	Oct 19, 2015	430	Firm change after gap	Other

Relationships

Registered with (5)

→ IVC WEALTH ADVISORS LLCRegistered adviserregistration: current employment
Apr 26, 2019 to presentfactForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 22, 2016 to Feb 4, 2020factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Oct 19, 2015 to Sep 22, 2016factForm ADV
→ NATIONAL PENN CAPITAL ADVISORSRegistered adviserregistration: previous registration
Sep 17, 2008 to Aug 20, 2014factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Jun 6, 2011 to Aug 15, 2014factForm ADV

Dated events

No dated event names this entity yet.