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JULIE ANN MACDADE
JULIE ANN DUMINIAK, JULIE ANN NIKLAUS
CRD#: 5842705
IA
Investment Adviser
B
Broker
IVC WEALTH ADVISORS LLCCRD#: 301127 163 E. MAIN STREET
SILVERDALE, PA 18962
PRIVATE CLIENT SERVICES, LLCCRD#: 120222 163 E MAIN STREET
SILVERDALE, PA 18962
Registration History
20132014201520162017201820192020202120222023202420252026IAIVC WEALTH ADVISORS LLC (CRD# 301127)2021 - Present (3 years)BPRIVATE CLIENT SERVICES, LLC (CRD# 120222)2020 - Present (5 years)BKESTRA INVESTMENT SERVICES, LLC (CRD# 42046)2019 - 2020 (1 year)BWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2015 - 2019 (3 years)BOPPENHEIMER & CO. INC. (CRD# 249)2013 - 2015 (1 year)IAWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2017 - 2017 (<1 year)IAWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2015 - 2016 (1 year)
License(s)

State Registrations

B
Pennsylvania 1/31/2020

IA
Pennsylvania 9/23/2021

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
IVC WEALTH ADVISORS LLC (CRD#:301127)
163 E. MAIN STREET, SILVERDALE, PA 18962
Registered with this firm since 9/23/2021

B
PRIVATE CLIENT SERVICES, LLC (CRD#:120222)
163 E MAIN STREET, SILVERDALE, PA 18962
Registered with this firm since 1/31/2020

Previous Registration(s)
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B
02/01/2019 - 02/04/2020 KESTRA INVESTMENT SERVICES, LLC (CRD#:42046) SILVERDALE, PA
B
04/09/2015 - 02/19/2019 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) DOYLESTOWN, PA
IA
03/02/2017 - 12/31/2017 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) DOYLESTOWN, PA
IA
04/21/2015 - 12/31/2016 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) DOYLESTOWN, PA
B
05/08/2013 - 03/04/2015 OPPENHEIMER & CO. INC. (CRD#:249) DOYLESTOWN, PA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.