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Jeffrey Thomas Kaczmarczyk

Tristate Wealth Advisors

Newark, DE

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Current Employers
Tristate Wealth Advisors

263 E Main St #B, Newark, DE 19711 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-21
PA RA APPROVED 2026-01-21
DE RA APPROVED 2025-01-15
  • NY RA
    APPROVED
    Since 2026-05-21
  • PA RA
    APPROVED
    Since 2026-01-21
  • DE RA
    APPROVED
    Since 2025-01-15

Branch Locations

263 E Main St #B, Newark, DE 19711 • 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
Roch Capital Glenn Mills PA 07/2020 10/2020
Fs Investment Solutions, Llc Philadelphia PA 12/2019 06/2020
Wilmington Trust Wilmington DE 11/2015 12/2019
Mlk Investments Wilmington DE 11/2020 03/2021
Blue Rock Financial Group Wilmington DE 04/2021 01/2025
Tri-State Wealth Advisors Newark DE 07/2024 Present
  • 07/2020 → 10/2020
    Roch Capital
    Glenn Mills, PA
  • 12/2019 → 06/2020
    Fs Investment Solutions, Llc
    Philadelphia, PA
  • 11/2015 → 12/2019
    Wilmington Trust
    Wilmington, DE
  • 11/2020 → 03/2021
    Mlk Investments
    Wilmington, DE
  • 04/2021 → 01/2025
    Blue Rock Financial Group
    Wilmington, DE
  • 07/2024 → Present
    Tri-State Wealth Advisors
    Newark, DE
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-14
  • S65 Uniform Investment Adviser Law Examination
    2014-05-14
Designations
Other Names
  • Jeffrey Thomas Kaczmarczyk

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
JPL ASSET MANAGEMENT AND PLANNING, LLC
NJM VENCAP LLC
RIVER FAMILY ADVISORS LLC
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Other Investors

WILLIAM JASON HAGERMAN
CHRISTOPHER M BURGOS
Deborah A Sniadowski-Lindeke
SCOTT BECKER
Andrew Rosenbaum
CHARLES CARPENTER WHITE
Zachary Thomas Simendinger
Preston James Knotts

Other Offices

CETERA INVESTMENT ADVISERS LLC · NEWARK, DE
JPL ASSET MANAGEMENT AND PLANNING, LLC · NEWARK, DE
NJM VENCAP LLC · NEWARK, DE
RIVER FAMILY ADVISORS LLC · Newark, DE
EAGLE STRATEGIES LLC · NEWARK, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Newark, DE
MML INVESTORS SERVICES, LLC · NEWARK, DE
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · Newark, DE

More in Newark, DE

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