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163 E. Main Street, Silverdale, PA 18962 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Doylestown | PA | 04/2015 | 12/2016 |
| Wells Fargo Clearing Services, Llc | Doylestown | PA | 01/2017 | 02/2019 |
| Kestra Financial, Llc | Silverdale | PA | 02/2019 | 01/2020 |
| Private Client Services | Silverdale | PA | 01/2020 | 06/2025 |
| Ivc Wealth Advisors Llc | Silverdale | PA | 02/2019 | Present |
1) IVC WEALTH ADVISORS, LLC. 163 E MAIN ST, PO BOX 539, SILVERDALE, PA 18944. WEALTH MANAGEMENT. REGISTERED SERVICE ASSOCIATE. 160 HOURS/MO; 134 DURING TRADING HOURS. 2) Clear Employer Services - 163 E MAIN ST, PO BOX 539, SILVERDALE, PA 18962. PROFESSIONAL EMPLOYER ORGANIZATION. Start date: 2022-01-01, 160 HOURS/MO; 134 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-12 |
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