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Kent Russell Addis

Addis & Hill, Incorporated

Wayne, PA

CRD 2060842

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Employer firm

Addis & Hill, Incorporated CRD 117495

$254M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Addis & Hill, Incorporated

200 W. Lancaster Ave Suite 203, Wayne, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-02-01
PA RA APPROVED 2000-05-19
  • TX RA
    APPROVED_RES
    Since 2024-02-01
  • PA RA
    APPROVED
    Since 2000-05-19

Branch Locations

200 W. Lancaster Ave Suite 203, Wayne, PA 19087 • 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
Addis & Hill, Inc. Wayne PA 03/2000 Present
  • 03/2000 → Present
    Addis & Hill, Inc.
    Wayne, PA
Other Businesses

A&H PROPERTIES,LLC REAL ESTATE - NON - INVESTMENT RELATED 3/04 THE BUYING AND SELLING OF COMMERCIAL & RESIDENTIAL PROPERTIES. PARTNER / OWNER ONE HOUR A MONTH DEVOTED TO MAINTAINING THE BUSINESSES BOOKS. NOT RELATED TO ADDIS & HILL, INC..

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-05-05
S63 Uniform Securities Agent State Law Examination 1990-07-26
  • S65 Uniform Investment Adviser Law Examination
    1995-05-05
  • S63 Uniform Securities Agent State Law Examination
    1990-07-26
Other Names
  • Chip Addis

View on SEC IAPD

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