Paul Joseph Mccolgan

Current Employers

Employment History

• 10/2015 → 09/2016
  Nfp Advisors Services
  Austin, TX
• 04/2016 → 01/2020
  Kestra Advisory Services Llc
  Austin, TX
• 10/2015 → 01/2020
  Kestra Investment Services Llc
  Austin, TX
• 10/2015 → Present
  Ivc Wealth Advisors Llc
  Silverdale, PA
• 01/2020 → 06/2025
  Private Client Services
  Silverdale, PA

Previous Registrations

• 2016-04-22 → 2020-02-04
  Kestra Advisory Services, Llc
  Silverdale, PA
• 2015-10-19 → 2016-09-22
  Kestra Investment Services, Llc
  Silverdale, PA
• 2008-09-17 → 2014-08-20
  National Penn Capital Advisors
  Doylestown, PA
• 2011-06-06 → 2014-08-15
  Financial Telesis Inc
  San Rafael, CA
  Doylestown, PA

Other Businesses

1) IVC WEALTH ADVISORS INSURANCE, LLC. 163 E MAIN ST, PO BOX 539, SILVERDALE, PA 18962. SALES OF INSURANCE PRODUCTS. ANSWER QUESTIONS AND DO RESEARCH REGARDING POLICIES THAT ARE CURRENTLY IN FORCE. 10 HOURS/MO; 10 DURING TRADING HOURS. 2) IVC WEALTH ADVISORS LLC. 163 E MAIN S, PO BOX 539, SILVERDALE, PA 18962. WEALTH MANAGEMENT FIRM. CCO, SENIOR SERVICE REPRESENTATIVE. 160 HOURS/MO; 134 DURING TRADING HOURS. 3) PERKASIE INDUSTRIAL DEVELOPMENT. 620 W. CHESTNUT ST, PERKASIE, PA 18944. BOARD IS A PASS-THROUGH ENTITY THAT PERMITS NON-PROFITS TO RECEIVE LOWER INTEREST RATE LOANS BY CERTIFYING THEY ARE BENEFICIAL TO THE COMMUNITY. AUTHORITY RECEIVES FEE AND FUNDS ARE USED TO FUND PROJECT WITHIN BOROUGH. BOARD MEMBER. VICE CHAIRMAN. LESS THAN ONE HOUR/MO; 0 DURING TRADING HOURS. 4) Clear Employer Services - 163 E MAIN ST, PO BOX 539, SILVERDALE, PA 18962. PROFESSIONAL EMPLOYER ORGANIZATION. START DATE: 2022-01-01, 160 HOURS/MO; 134 DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-31
• S63 Uniform Securities Agent State Law Examination
  1997-05-23