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Kintra Wealth, LLC CRD 299407
$1.50B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-06 |
Branch Locations
127 W. 5Th Street, Marysville, OH 43040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-12-22 |
| TX | RA | APPROVED | 2023-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2015 | 12/2023 |
| Mccarthy & Cox Retirement & Estate Specialist | Marysville | OH | 10/2015 | 01/2026 |
| Kintra Wealth, Llc | Marysville | OH | 01/2026 | Present |
1. Insurance agent selling fixed life, fixed annuity, long term care, and disability insurance products, conducted at branch, investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-19 |
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