RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Ronald Jack Joyce
- Business email
- rjoyce@ivcwealth.comreportedivcwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Ivc Wealth Advisors LLC independent RIA currentsince Apr 25, 2019 · Silverdale, Pa
- Kestra Advisory Services, LLC BD affiliatedApr 19, 2016 to Aug 19, 2019 · Silverdale, Pa
- Nfp Advisor Services, LLC formerOct 3, 2014 to Sep 22, 2016 · Silverdale, Pa
- Financial Telesis, Inc. formerJun 6, 2011 to Oct 3, 2014 · San Rafael, Ca
- National Penn Capital Advisors formerSep 17, 2008 to Sep 2, 2014 · Doylestown, Pa
- Kestra Advisory Services, LLC to Ivc Wealth Advisors LLCleft Aug 19, 2019, registered Apr 25, 2019 (-116 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Nfp Advisor Services, LLC to Kestra Advisory Services, LLCleft Sep 22, 2016, registered Apr 19, 2016 (-156 days) · corporate re-registration, not a move
- Financial Telesis, Inc. to Nfp Advisor Services, LLCleft Oct 3, 2014, registered Oct 3, 2014 (0 days) · Other
- National Penn Capital Advisors to Financial Telesis, Inc.left Sep 2, 2014, registered Jun 6, 2011 (-1184 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address