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Joshua Kyle Purdy

Mcclarren Financial Advisors

State College, PA

CRD 7097877

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Employer firm

Mcclarren Financial Advisors CRD 122147

$453M regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Mcclarren Financial Advisors

270 Walker Drive, #200, State College, PA 16801 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-05-22
  • PA RA
    APPROVED
    Since 2019-05-22

Branch Locations

270 Walker Drive, #200, State College, PA 16801 • 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
Mcclarren Financial Advisors State College PA 04/2019 Present
State Farm State College PA 06/2017 04/2019
Pennsylvania Army National Guard Duncanville PA 08/2011 08/2017
  • 04/2019 → Present
    State College, PA
  • 06/2017 → 04/2019
    State Farm
    State College, PA
  • 08/2011 → 08/2017
    Pennsylvania Army National Guard
    Duncanville, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-22
  • S65 Uniform Investment Adviser Law Examination
    2019-05-22
Designations
  • Certified Financial Planner
Other Names
  • Joshue Kyle Purdy

View on SEC IAPD

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