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163 E. Main Street, Silverdale, PA 18962 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-26 |
| 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 |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 01/2020 |
| Kestra Investment Services Llc | Austin | TX | 10/2014 | 01/2020 |
| Private Client Services | Silverdale | PA | 01/2020 | 06/2025 |
1) IVC WEALTH ADVISORS. 163 EAST MAIN ST, PO BOX 539. RIA. PRESIDENT. 160 HOURS/MO; 130 DURING TRADING HOURS. 2) IVC INSURANCE AGENCY. 163 EAST MAIN ST, INSURANCE AGENCY. PRESIDENT. 160 HOURS/MO; 130 DURING TRADING HOURS. 3) Clear Employer Services - 163 EAST MAIN STREET. PROFESSIONAL EMPLOYMENT ORGANIZATION. EMPLOYEE. START DATE: 2022-01-01. 160 HOURS/MO; 134 DURING TRADING HOURS. 4) Adele Properties LLC, not investment-related, 1580 Schwenksville Road, Schwenksville, PA 19473, real estate ownership and management, position: partner, Start date: 2023-03-15; 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: 0. 5) 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. 6) 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. 7) Shipwreck Condominiums : Non Investment Related: 11601-11607 Shipwreck Rd. Ocean City MD: Member at Large on Board: 9/1/2025: Hours per month devoted to business during trading hours 1: Percentage of total yearly compensation expected to be derived from the business:0 Board Member 8) Goshen Blue LLC: Investment Passive: 102 Turner Lane West Chester PA 19380: Beverage Sales: 04/01/2026 : Hours per month devoted to business during trading hours 0: Percentage of total yearly compensation expected to be derived from the business: 0 Shareholder
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-02-06 |
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