David William Gotwals

Employer firm

Ivc Wealth Advisors LLC CRD 301127

$455M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2014 → Present
  Ivc Wealth Advisors
  Silverdale, PA
• 10/2014 → 09/2016
  Nfp Advisor Services
  Austin, TX
• 10/2014 → 01/2020
  Kestra Investment Services Llc
  Austin, TX
• 04/2016 → 01/2020
  Kestra Advisory Services Llc
  Austin, TX
• 01/2020 → 06/2025
  Private Client Services
  Silverdale, PA

Previous Registrations

• 2019-08-05 → 2019-08-19
  Kestra Advisory Services, Llc
  Silverdale, PA
  Austin, TX
• 2016-04-18 → 2019-08-05
  Kestra Advisory Services, Llc
  Silverdale, PA
• 2014-10-03 → 2016-09-22
  Kestra Investment Services, Llc
  Silverdale, PA
• 2011-06-06 → 2014-10-03
  Financial Telesis Inc
  San Rafael, CA
  Doylestown, PA
• 2007-05-28 → 2014-09-02
  National Penn Capital Advisors
  Doylestown, PA
• 2007-05-28 → 2008-04-17
  National Penn Capital Advisors
  Doylestown, PA

Other Businesses

1) IVC WEALTH ADVISORS, LLC. 163 E MAIN STREET, SILVERDALE, PA 18962. INSURANCE SERVICES, SALES. 2 HOURS/MO; 2 DURING TRADING HOURS. 2) IVC WEALTH ADVISORS, LLC. 163 E MAIN STREET, SILVERDALE, PA 8962. BUSINESS & PERSONAL WEALTH MANAGEMENT AND COMPANY SPONSORED RETIREMENT PLAN ADVISORY & CONSULTING SERVICES. PARTNER/INVESTMENT ADVISOR AND RETIREMENT PLAN CONSULTANT. 170 HOURS/MO; 140 DURING TRADING HOURS. 3) Clear Employer Services, 900 ROUTE 9 NORTH, 3RD FLOOR, WOODBRIDGE, NJ 07095. PROFESSIONAL EMPLOYER ORGANIZATION PROVIDING HR SERVICES TO SMALL BUSINESS. FINANCIAL ADVISOR & RETIREMENT PLAN ADVISOR/CONSULTANT. 170 HOURS/MO; 140 DURING TRADING HOURS. 4) IVC III LLC; Investment Related; Partner;163 East Main St. PO Box 539 Silverdale PA 18962; Start date: 2024-07-12; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. 5) IVC Properties LLC; Investment Related; Partner; 163 East Main St. PO Box 539 Silverdale PA 18962; Real Estate investment; Start date: 2020-10- 01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1.

Exams

• S66 Uniform Combined State Law Examination
  2006-10-23
• S63 Uniform Securities Agent State Law Examination
  2000-03-09

Designations

• Chartered Financial Consultant