Thomas Joseph Kanyok

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 08/2020
  Waddell & Reed Inc
  Overland Park, KS
• 05/2015 → Present
  Ivy Distributors, Inc
  Shawnee Mission, KS
• 08/2020 → Present
  52 Lime Hill Rd
  Chatham, MA
• 02/2021 → Present
  Restore Hyper Wellness And Cryotheraoy
  Doylestown, PA
• 01/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2015-06-16 → 2021-04-20
  Waddell & Reed
  Overland Park, KS
• 2010-02-02 → 2015-05-18
  Allspring Funds Management, Llc
  Boston, MA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 04/2024 AS ADVISORY REP OF AN RIA. INV REL, 160 HR/MO, 120 HR/MO TRADING 2) PITTADELPHIA, LLC DBA RESTORE HYPER WELLNESS, 3878 Charter Club Dr, Doylestown PA 18902, United States, 02/01/2021, Owner, Wellness Spa, INV REL, 30 HR/MO, 0 HR/MO TRADING 3) MCCANDLESS RESTORE HEALTH VENTURES, LLC DBA RESTORE HYPER WELLNESS, 3878 Charter Club Dr, Doylestown PA 18902, United States, 04/01/2022, Owner, Wellness Spa, NIR, 30 HR/MO, 0 HR/MO TRADING 4) JAYHAWK HEALTH VENTURES, LLC DBA RESTORE HYPER WELLNESS, 3878 Charter Club Dr, Doylestown PA 18902, United States, 10/01/2022, Owner, Wellness Spa, NIR, 15 HR/MO, 0 HR/MO TRADING 5) CASSIDY FINANCIAL SERVICES, 1 Pasco Dr, East Windsor CT 06088, 01/2024, W2 Employee, Using a Trade Name / DBA, INV REL, 160 HR/MO, 160 HR/MO TRADING. 6) 52 LIME HILL RD, 3878 Charter Club Dr, Doylestown PA 18902, 12/2024, OWNER, REAL ESTATE, NIR, 0 HR/MO - 0 HR/MO TRADING. 7) WK CAPITAL PARTNERS, 3878 Charter Club Dr, Doylestown PA 18902, United States, 03/03/2026, Owner, Owner/Partner of a Business Entity, NIR, 16 HR/MO - 2 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2024-04-04
• S65 Uniform Investment Adviser Law Examination
  2009-12-09
• S63 Uniform Securities Agent State Law Examination
  2001-08-02

Other Names

• Thomas Joseph Kanyok
• Thomas Joseph Kanyok
• Tom Kanyok
• Thomas J Kanyok