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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-03 |
| PA | RA | APPROVED | 2022-05-05 |
Branch Locations
3806 Market St. Ste. 1, Camp Hill, PA 17011 • United States
1132 East Chocolate Ave., Hershey, PA 17033 • United States
401 E Louther St. 1St Floor, Building A, Carlisle, PA 17013 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Camp Hill | PA | 07/2010 | 10/2018 |
| Concourse Financial Group Securities (Fka Proequities, Inc.) | Camp Hill | PA | 10/2018 | 04/2022 |
| (Dba) Kca Wealth Management Llc | Camp Hill | PA | 09/2016 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2022 | Present |
1) KCA WEALTH MANAGEMENT / 3806 Market Street, Suite 1, Camp Hill PA 17011 / 09/01/2016 / INV REL / OWNER / 160 HR/MO - 160 HR/MO TRADING 2) KENNEDY ADVISORS KEY FINANCIAL GROUP / 3806 Market Street, Suite 1, Camp Hill PA 17011 / 09/01/2008 / INV REL / INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES / 10 HR/MO - 10HR/MO TRADING 3) BRIAN KENNEDY, 10 Accent Circle, Camp Hill PA 17011, United States, 01/01/1997, Owner, Real Estate, NIR, 10 HR/MO - 10 HR/MO TRADING 4) KENNEDY PROPERTY MANAGEMENT LLC, 3806 Market Street, Suite 1, Camp Hill PA 17011, United States, 03/01/2012, Owner/ President, Real Estate, NIR, 2 HR/MO - 0 HR/MO TRADING 5) KENNEDY ADVISORS KEY FINANCIAL GROUP LLC, 3806 Market Street, Suite 1, Camp Hill PA 17011, United States, 03/01/2020, Prepaid home health care ASSI Representative, Healthcare, NIR, 2 HR/MO - 2 HR/MO TRADING 6) BRIAN KENNEDY PROPERTY AND CASUALTY, 3806 Market Street, Suite 1, Camp Hill PA 17011, United States, 05/01/1993, Property and Casualty Insurance, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 3 HR/MO TRADING 7) HOLISTIC TAX SERVICES, 3806 Market Street, Suite 1B, Camp Hill PA 17011, United States, 01/01/2021, Marketing Director/Part Owner, Tax Services, NIR, 8 HR/MO - 8 HR/MO TRADING 8) BRIAN KENNEDY, 3806 Market Street, Suite 1, Camp Hill PA 17011, United States, 05/01/1993, Insurance agent, Insurance/Benefits/Human Resources, NIR, 20 HR/MO - 20 HR/MO TRADING 9) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 05/05/2022 10) POSITION OF TRUST / 3806 Market Street, Suite 1, Camp Hill PA 17011 / 11/01/2011 / TRUSTEE / 5 HR/MO - 5 HR/MO TRADING 11) FINANCIAL PLANNING COURSES LLC / 3806 Market Street, Suite 1A, Camp Hill PA 17011 / 11/23/2018 / NIR / ENTITY TO COLLECT FEES FOR FINANCIAL EDUCATION COURSES / 3 HR/MO - 3 HR/MO TRADING 12) SHAMROCKS FOOTBALL, 10 Accent Circle, Camp Hill PA 17011, 01/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 3 HR/MO, 0 HR/MO TRADING. 13) BK VC PROPERTY HOLDINGS LLC, 3806 Market Street, Suite 1, Camp Hill PA 17011, 06/03/2026, President, Real Estate, NIR, 0 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-23 |
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