Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| PA | RA | APPROVED | 2019-01-29 |
Branch Locations
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Mutual Insurance Co | Montoursville | PA | 01/1983 | Present |
| Broker Dealer Financial Services Corp. | Johnston | IA | 08/2010 | 08/2017 |
| Commonwealth Finacial Network | Waltham | MA | 08/2017 | 01/2019 |
| Evergreen Wealth Solutions, Llc | Williamsport | PA | 01/2019 | Present |
1) Fixed insurance sales conducted under Evergreen Wealth Solutions. Investment related. Conducted from branch location. 2) Head baseball coach for St. Joseph's Catholic Academy. Not investment related. Not conducted from branch location.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-12-04 |
Reach out to this advisor