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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-06 |
| PA | RA | APPROVED | 2022-05-05 |
Branch Locations
1132 East Chocolate Ave., Hershey, PA 17033 • United States
3806 Market St. Ste. 1, Camp Hill, PA 17011 • United States
401 E Louther St. 1St Floor, Building A, Carlisle, PA 17013 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Camp Hill | PA | 07/2010 | 10/2018 |
| Concourse Financial Group Securities (Fka Proequities, Inc.) | Camp Hill | PA | 10/2018 | 04/2022 |
| Dba - Kca Wealth Management Llc | Camp Hill | PA | 01/2017 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2022 | Present |
1) KCA WEALTH MANAGEMENT, LLC, 3806 Market St Suite 1, Camp HIll PA 17011, United States, 09/12/2016, Co-Owner/Partner, Owner/Partner of a Business Entity, NIR, 20 HR/MO - 10 HR/MO TRADING 2) INSURANCE, 3806 MARKET ST SUITE 1 CAMP HILL PA 17011, 08/2006, INDEPENDANT INSURANCE AGENT FOR VARIOUS INDEPENDANT INSURANCE COMPANIES, INV REL, 100 HR/MONTH 100 HR/MONTH TRADING 3) HOLISTIC TAX SERVICES, 3806 MARKET ST SUITE 1 CAMP HILL PA 17011, 01/2021, MARKETING, TAX PREPARATION, NIR, 8 HR/MONTH 8 HR/MONTH TRADING 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 05/05/2022 5) FINANCIAL PLANNING COURSES / 3806 Market St Suite 1, Camp HIll PA 17011 / 11/01/2018 / NIR / MARKETING - REGISTRATION FEES FOR FINANCIAL EDUCATION COURSES / 3 HR/MO - 3 HR/MO TRADING 6) BKVC PROPERTY HOLDINGS LLC, 1132 E Chocolate Ave, Hershey PA 17033, 06/03/2026, Owner, Real Estate, NIR, 0 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-11 |
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