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Amy Lynn Delauter

Kooman & Associates

Altoona, PA

CRD 3233869

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Employer firm

Kooman & Associates CRD 322163

$556M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Kooman & Associates

517 S. Logan Blvd., Altoona, PA 16602 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-10-03
PA RA APPROVED 2022-10-01
  • TX RA
    APPROVED_RES
    Since 2022-10-03
  • PA RA
    APPROVED
    Since 2022-10-01

Branch Locations

517 S. Logan Blvd., Altoona, PA 16602 • 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
Raymond James Financial Services Altoona PA 05/1999 10/2022
Kooman & Associates Altoona PA 05/1999 Present
Raymond James Financial Services Advisors Inc. Altoona PA 04/2012 10/2022
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-08
S63 Uniform Securities Agent State Law Examination 1999-11-23
  • S65 Uniform Investment Adviser Law Examination
    1999-12-08
  • S63 Uniform Securities Agent State Law Examination
    1999-11-23
Other Names
  • Amy Lynn Dillon
  • Amy Lynn Dillon

View on SEC IAPD

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