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Kyle W Moerschbacher

Kooman & Associates

Altoona, PA

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Current Employers
Kooman & Associates

517 S. Logan Blvd., Altoona, PA 16602 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-10-01
  • PA RA
    APPROVED
    Since 2022-10-01

Branch Locations

517 S. Logan Blvd., Altoona, PA 16602 • 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
Saint Francis University Loretto PA 08/2016 05/2020
Delgrosso Corporation Tipton PA 05/2019 08/2019
Raymond James Financial Services Inc Altoona PA 03/2021 10/2022
Raymond James Financial Services Advisors Inc Altoona PA 09/2021 10/2022
Kooman & Associates, Llc Altoona PA 07/2020 Present
  • 08/2016 → 05/2020
    Saint Francis University
    Loretto, PA
  • 05/2019 → 08/2019
    Delgrosso Corporation
    Tipton, PA
  • 03/2021 → 10/2022
    Raymond James Financial Services Inc
    Altoona, PA
  • 09/2021 → 10/2022
    Raymond James Financial Services Advisors Inc
    Altoona, PA
  • 07/2020 → Present
    Kooman & Associates, Llc
    Altoona, PA
Previous Registrations
Other Businesses

Independent insurance agent, 01/2022, 2 hours/month; non-investment related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-07
  • S66 Uniform Combined State Law Examination
    2021-06-07
Designations

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
ONESEVEN
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES

Other Investors

MICHAEL BRIAN IRWIN
ERIC ROBERT IRWIN
BRIAN DAVID HALL
GEORGE FRANK DELBAGGIO
ANDREW JOSEPH BOYD
MICHAEL JOSEPH ECKENRODE
KIRK JAMES BASER
John Francis Fiore

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ALTOONA, PA
CETERA INVESTMENT ADVISERS LLC · Altoona, PA
CETERA INVESTMENT ADVISERS LLC · ALTOONA, PA
ONESEVEN · Altoona, PA
PFS INVESTMENTS INC. · ALTOONA, PA
PFS INVESTMENTS INC. · ALTOONA, PA
LPL FINANCIAL LLC · ALTOONA, PA
OSAIC WEALTH, INC. · ALTOONA, PA

More in Altoona, PA

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