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163 E. Main Street, Silverdale, PA 18962 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-12-10 |
| PA | RA | APPROVED | 2019-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ivc Wealth Advisors Llc | Silverdale | PA | 08/2014 | Present |
| Nfp Advisor Services | Austin | TX | 10/2014 | 09/2016 |
| Kestra Advisory Services | Silverdale | PA | 04/2016 | 08/2019 |
| Kestra Investment Services | Silverdale | PA | 10/2014 | 01/2020 |
| Private Client Services | Silverdale | PA | 01/2020 | 06/2025 |
1) GRIFFIN GIVES FOUNDATION. PO BOX 405, KUPLSVILLE, PA 19443. CHARITABLE ORGANIZATION ASSISTING VETERANS AND CHILDREN IN NEED. BOARD MEMBER. 4 HOURS/MO; 1 DURING TRADING HOURS. 2) IVC WEALTH ADVISORS LLC. 163 E MAIN STREET, PO BOX 539, SILVERDALE, PA 18962. INVESTMENT ADVISOR, INSURANCE AGENCY. VP, PARTNER, AGENT, INVESTMENT MANAGEMENT, INSURANCE SALES. 150 HOURS/MO; 140 DURING TRADING HOURS. 3) IVC WEALTH ADVISORS LLC. 163 E MAIN STREET, PO BOX 539, SILVERDALE, PA 18962. RIA. VICE PRESIDENT, PARTNER, INVESTMENT ADVISOR. 160 HOURS/MO; 5 PER DAY. 4) SHILOH MACCALLA MASONIC LODGE. N MAIN STREET AND CHURCH STREET, SOUDERTON, PA 18964. FRATERNAL LODGE. TRUSTEE, ENSURE THE SAFEGUARDING OF ASSETS. 5 HOURS/MO; 0 DURING TRADING HOURS. 5) TELFORD VFW POST 5308. 395 W BROAD STREET, TELFORD, PA 18969. VETRANS OF FOREIGN WARS POST. COMMANDER, OVERSIGHT OF ALL FUNCTIONS. 12 HOURS/MO; 0 DURING TRADING HOURS. 6) Clear Employer Services. 163 East Main Street, PO Box 539, Silverdale, PA 18962. Professional Employer Organization. Start date: 2022-01-01,160 hrs/mo; 134 during trading hrs. 7) IVP Properties LLC. 126 East Main Street, PO Box 539, Silverdale, PA 18962. IVC Properties owns commercial real estate. 1 property, our offices. Partner, Treasurer. 1 hr/mo; 0 during trading hrs. 8) IVC III LLC; Investment Related; 163 East Main St. PO Box 539 Silverdale PA 18962 United States; Partner; Start date: 2024-07-12; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. 9) IVC Properties LLC; Investment Related; Partner; 163 East Main St. PO Box 539 Silverdale PA 18962; Real Estate investment; Start date: 2020-10- 01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1;Percentage of total yearly compensation expected to be derived from the business: 1. 10) Telford VFW; 395 W Broad St Telford PA 18969; Tie breaker on business matters when necessary; Commander and Board member; Start date with business: 2013-06-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-02 |
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