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Pca Investment Advisory Services, Inc. CRD 123475
$4.31B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2133 Luray Avenue, Cincinnati, OH 45206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L.M. Kohn & Company | Cincinnati | OH | 01/2007 | Present |
| Pension Corp Of America | Cincinnati | OH | 01/2003 | Present |
| Pca Investment Advisory Services, Inc. | Cincinnati | OH | 01/2010 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-20 |
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