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163 E. Main Street, Silverdale, PA 18962 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-26 |
| PA | RA | APPROVED | 2019-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ivc Wealth Advisors | Silverdale | PA | 08/2014 | Present |
| Nfp Advisor Services | Austin | TX | 10/2014 | 09/2016 |
| Kestra Investment Services Llc | Austin | TX | 10/2014 | 01/2020 |
| Kestra Advisory Services Llc | Austin | TX | 04/2016 | 01/2020 |
| Private Client Services | Silverdale | PA | 01/2020 | 06/2025 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-09 |
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