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3655 Route 202 Suite 100, Doylestown, PA 18902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-13 |
| PA | RA | APPROVED | 2002-02-15 |
Branch Locations
3655 Route 202 Suite 100, Doylestown, PA 18902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kohlhepp Investment Advisors, Ltd. | Doylestown | PA | 07/2000 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2004 | Present |
1) INDEPENDENT INSURANCE AGENT, DOYLESTOWN, PA, 12/2002 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 2/WK - 2/TRADING. 2) KOHLHEPP INVESTMENT ADVISORS, LTD, 3655 RTE 202, STE 100, DOYLESTOWN, PA, 7/2000 AS PRESIDENT/OWNER, ADVISORY REP OF A RIA. INV REL - 55/WK - 32.5/TRADING 3) Men of LaSalle / 8605 Cheltenham Avenue, Wyndmoor PA 19038 / 06/01/2022 / NIR / BOARD MEMBER / 4 HR/MO - 0 HR/MO TRADING 4) EDWARD J. KOHLHEPP, JR., 8605 Cheltenham Avenue, Wyndmoor PA 19038, START DATE 07/2025, Past President, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 8 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-08 |
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