Steven Joseph Kurtz

Current Employers

Employment History

• 11/2020 → 04/2022
  Lincoln Investment
  Fort Washington, PA
• 07/2012 → 04/2020
  Caliber Americas
  Columbus, OH
• 04/2020 → 04/2021
  Unemployed
  Columbus, OH
• 04/2021 → 04/2022
  Capital Analysts
  Fort Washington, PA
• 04/2021 → 04/2022
  Lincoln Investment
  Fort Washington, PA
• 04/2022 → 03/2025
  Fidelity Investments
  Columbus, OH
• 03/2025 → 12/2025
  Fidelity Investments
  Boston, MA
• 12/2025 → Present
  Peters Wealth Group
  Westerville, OH

Previous Registrations

• 2025-03-31 → 2025-12-17
  Strategic Advisers Llc
  Worthington, OH
  Columbus, OH
  Boston, MA
  Columbus, OH
• 2023-05-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Columbus, OH
• 2021-04-05 → 2022-04-05
  Lincoln Investment
  Columbus, OH
  Palm Beach Gardens, FL
  West Chester, OH
• 2021-04-05 → 2022-04-05
  Capital Analysts
  Columbus, OH
  West Chester, OH

Other Businesses

~1) Peters Wealth Group; Investment-related; Westerville, OH; Licensed Insurance Agency; Licensed Insurance Agent since 06/2020; Approximately 15 hours/month devoted to this business with 15 hours/month devoted during securities trading hours. ~2) Kurtz Collective; Not investment-related; Columbus, OH; Nature: Real Estate; Position: Independent Contractor; Start date: 02/2025; Approximately 5 hours/month devoted to this activity with 0 hours/month during securities trading hours; Duties: Identifying distressed properties; less than 10% of income derived from activity.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-14
• S63 Uniform Securities Agent State Law Examination
  2021-09-27

Other Names

• Steven Kurtz