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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 | 2016-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pca Investment Advisory Services, Inc. | Cincinnati | OH | 12/2015 | 02/2022 |
| Pension Corporation Of America | Cincinnati | OH | 12/2015 | Present |
| Pca Investment Advisory Services, Inc. | Cincinnati | OH | 02/2022 | Present |
Pension Corporation of America - not investment related - retirement plan record keeping and consulting services, Retirement Plan Consultant, 12/2015 - 150- most of time will be spent with this business - work with plan sponsors on constructing retirement plan for their small business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-25 |
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