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Joseph Francis Boyle

Kintra Wealth, LLC

Williamsport, PA

CRD 4786879

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Employer firm

Kintra Wealth, LLC CRD 299407

$1.50B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kintra Wealth, Llc

1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-12-02
  • PA RA
    APPROVED
    Since 2025-12-02

Branch Locations

1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
The Sholley Agency Atlantic Beach FL 09/2004 10/2016
Voya Financial Advisors Atlantic Beach FL 09/2014 09/2019
Brokers International Financial Services Atlantic Beach FL 10/2019 Present
  • 09/2004 → 10/2016
    The Sholley Agency
    Atlantic Beach, FL
  • 09/2014 → 09/2019
    Voya Financial Advisors
    Atlantic Beach, FL
  • 10/2019 → Present
    Brokers International Financial Services
    Atlantic Beach, FL
Previous Registrations
Other Businesses

Joseph R Boyle; Not securities related; 2386 Magnolia Ave, Unit 8, Naples, FL 34112; Accounting consultation and tax preparation; Accountant/Owner; Started 1/2004; 10 hours per month, 0 during trading hours Independent insurance agent; Not securities related; 2386 Magnolia Ave, Unit 8, Naples, FL 34112; Sales fixed insurance sales; Independent insurance agent; Started 5/2004; 160 hours per month, 160 during trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-14
S63 Uniform Securities Agent State Law Examination 2004-05-03
  • S65 Uniform Investment Adviser Law Examination
    2006-12-14
  • S63 Uniform Securities Agent State Law Examination
    2004-05-03
Other Names
  • Joe Boyle

View on SEC IAPD

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