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3655 Route 202 Suite 100, Doylestown, PA 18902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-03-07 |
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 | Doylestown | PA | 03/2014 | Present |
| Cambridge Investment Research Inc. | Fairfield | IA | 03/2014 | Present |
1) KOHLHEPP INVESTMENT ADVISORS LTD, 3655 ROUTE 202 STE 100 DOYLESTOWN PA, 03/2014, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MONTH 130 HR/MONTH TRADING 2) INSURANCE, 3638 ROBIN ROAD FURLONG PA 18925, 11/2021, INV REL, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 2 HR/MO 2 HR/MO TRADING 3) PENN ATHLETICS CLUB, 5110 YORK ROAD DOYLESTOWN PA, 12/2023, CAOCH, YOUTH ATHLETICS, NIR, 8 HR/MO 0 HR/MO TRADING 4) TODD PURRING, 3638 Robin Road, Furlong PA 18925, United States, 11/2021, Investment Advisor Representative, Insurance/Benefits/Human Resources, NIR, 2 HR/MO - 2 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-26 |
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