John B. Kness
Professional summary
John Brian Kness is a registered financial professional currently at OSAIC WEALTH, INC. located in Dubois, Pennsylvania and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Dubois, Pennsylvania.
John is registered as a RR (Registered Representative) and started their career in finance in 2000. John has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view John Brian Kness's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 407 S Main Street, Dubois, PA 15801August 31, 2026 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 407 S Main Street , Dubois, PA 15801July 17, 2020 - June 14, 2024
SECURITIES AMERICA, INC.
January 24, 2014 - July 17, 2020
INVESTACORP, INC.
August 8, 2012 - January 27, 2014
INVEST FINANCIAL CORPORATION
June 27, 2001 - March 27, 2012
STATE FARM VP MANAGEMENT CORP.
February 1, 2000 - May 3, 2001
RAYMOND JAMES FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/14/2024)
Exams
What does exam status mean?
FINRA
Current Firm
CAMBRIDGE INVESTMENT RESEARCH, INC.
CRD#: 39543 / SEC#: , 8-48740
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAMBRIDGE INVESTMENT GROUP, INC. | SHAREHOLDER/HOLDING COMPANY | |
| BELL, COLLEEN MCGUIRE | PRESIDENT INNOVATION AND EXPERIENCE; DIRECTOR | 5077188 |
| BOEN, RYAN | EVP, CHIEF FINANCIAL OFFICER/FINOP, PRINCIPAL OPERATIONS OFFICER | 7842316 |
| KUHLMAN, RICHARD HENRY | SVP, CHIEF LEGAL OFFICER | 7076563 |
| MILLER, SETH AARON | PRESIDENT ADVOCACY & ADMINISTRATION; GENERAL COUNSEL; DIRECTOR | 5495508 |
| ROBBINS, TAMMY ANN | EXECUTIVE VICE PRESIDENT/CHIEF BUSINESS DEVELOPMENT OFFICER | 3125668 |
| SHAFER, ANDREA LYNN | EVP, CHIEF SUPERVISION OFFICER | 5448499 |
| STONE, CARLA JEAN | FIRST VICE PRESIDENT, FINANCE/CHIEF ACCOUNTING OFFICER | 3193985 |
| TURNER, GREGORY WALTER | EVP, CONSULTING SERVICES | 3144311 |
| VEST, VALARIE KNOBLOCK | EVP, CHIEF EXPERIENCE OFFICER | 3074142 |
| VIVACQUA, JEFFREY FRANCIS | PRESIDENT GROWTH AND DEVELOPMENT; DIRECTOR | 2608892 |
| WEBBER, AMY LYNN | CEO, SECRETARY; DIRECTOR | 1812670 |
| YOUHN, STEPHEN MICHAEL | CHIEF COMPLIANCE OFFICER | 1414691 |
Disclosures
| Regulatory Event | 15 |
| Arbitration | 4 |
Red Flags
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