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3655 Route 202 Suite 100, Doylestown, PA 18902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-02-02 |
| PA | RA | APPROVED | 1999-05-07 |
Branch Locations
3655 Route 202 Suite 100, Doylestown, PA 18902 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Kohlhepp Investment Advisors, Ltd | Doylestown | PA | 11/1998 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2004 | Present |
1. EDWARD J KOHLHEPP, JR, 4670 REDEUX COURT,, DOYLESTOWN, PA, 12/01/02 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. NIR, - 2/MO - 2/TRADING. 2. RENTAL PROPERTY OWNER, 3655 ROUTE 202 STE 100, DOYLESTOWN, PA, 03/29/2019. OFFICE SPACE FOR KOHLHEPP INV ADV, LTD ,INV REL-3/MO-0/TRADING. 3. KOHLHEPP INVESTMENT ADVISORS,LTD, 3655 ROUTE 202 STE 100, DOYLESTOWN, PA, 07/1998. IAR,FOUNDER/CEO, AS ADVISORY REP OF A RIA. INV REL-40/WK-30/TRADING. 4. EDWARD J KOHLHEPP, 3 MORGAN HILL DR, DOWLESTOWN, PA, 01/01/1970, Insurance Agent, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 2/MO- 1/TRADING 5. PARVEE FOUNDATION / 777 Ferry Road, Doylestown PA 18901 / 01/19/2022 / NIR / MEMBER OF BOARD / 2HR/MO - 2HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-14 |
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