Best Investors Account Sign in
Inactive

Kaitlyn Jo Kocuba

Heritage Wealth Advisors

Richmond, VA

Wexford, PA

Claim This Profile
Current Employers
Heritage Wealth Advisors

919 East Main Street Suite 950, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-09-01
  • PA RA
    APPROVED
    Since 2021-09-01

Branch Locations

919 East Main Street Suite 950, Richmond, VA 23219 • United States

2563 Brandt School Rd Suite 201, Wexford, PA 15090 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. / Premier Wealth Partners Pittsburgh PA 07/2016 06/2018
Hefren Tillotson Pittsburgh PA 06/2018 08/2021
Heritage Wealth Advisors Richmond VA 08/2021 Present
  • 07/2016 → 06/2018
    Ameriprise Financial Services, Inc. / Premier Wealth Partners
    Pittsburgh, PA
  • 06/2018 → 08/2021
    Hefren Tillotson
    Pittsburgh, PA
  • 08/2021 → Present
    Heritage Wealth Advisors
    Richmond, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-30
  • S66 Uniform Combined State Law Examination
    2018-03-30
Other Names
  • Kaitlyn Jo Renken

View on SEC IAPD

Other Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO
KEVIN LAURENCE LONDON
CHRISTOPHER HARRISON HESSENFLOW
AUDREY SANDERS
EDWARD GARRETT WIRWILLE
JOHN JOSEPH SCHLICHTING

Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

More in Richmond, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor