Todd R. Purring

KOHLHEPP INVESTMENT ADVISORS, LTD.

Doylestown, PA 18902

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CRD#: 5267806

Professional summary

Todd Robert Purring is a registered financial advisor currently at KOHLHEPP INVESTMENT ADVISORS, LTD. located in Doylestown, Pennsylvania and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Doylestown, Pennsylvania.

Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Todd has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) KOHLHEPP INVESTMENT ADVISORS LTD, 3655 ROUTE 202 STE 100 DOYLESTOWN PA, 03/2014, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MONTH 130 HR/MONTH TRADING 2) INSURANCE, 3638 ROBIN ROAD FURLONG PA 18925, 11/2021, INV REL, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 2 HR/MO 2 HR/MO TRADING 3) PENN ATHLETICS CLUB, 5110 YORK ROAD DOYLESTOWN PA, 12/2023, CAOCH, YOUTH ATHLETICS, NIR, 8 HR/MO 0 HR/MO TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Robert Purring's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 7, 2014 - Present

KOHLHEPP INVESTMENT ADVISORS, LTD.

Office #1: 3655 Route 202 Suite 100, Doylestown, PA 18902

RIA

CRD#: 113989

Doylestown, PA

Current

March 6, 2014 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 3655 Route 202 Suite 100, Doylestown, PA 18902

CRD#: 39543

Doylestown, PA

Past

November 11, 2010 - March 5, 2014

LINCOLN INVESTMENT

RIA

CRD#: 519

WYNCOTE, PA

Past

May 3, 2010 - March 5, 2014

LINCOLN INVESTMENT

CRD#: 519

WYNCOTE, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KOHLHEPP INVESTMENT ADVISORS, LTD.

CRD#: 113989 / SEC#: 801-60581

RIA

Registered Investment Advisory firm - (9/24/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Pennsylvania
(3/6/2014)

IAR

Pennsylvania
(3/7/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/26/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/29/2010

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/12/2025

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

KOHLHEPP INVESTMENT ADVISORS, LTD.

CRD#: 113989 / SEC#: 801-60581

RIA

Registered Investment Advisory firm - (9/24/2001 Approved)

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Contact information

Main Address

3655 Route 202 Suite 100, Doylestown, PA 18902

Mailing Address

Phone number

(215) 340-5777

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KOHLHEPP INVESTMENT ADVISORS, LTD. AMENDED FORM ADV, PART 2A. (3/17/2025)

Regulatory assets under management

Total Number of Accounts	898
AUM (Assets Under Management)	$ 191,033,315

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Todd R. Purring

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Robert Purring's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

LINCOLN INVESTMENT

LINCOLN INVESTMENT

Primary Firm SEC Registration

KOHLHEPP INVESTMENT ADVISORS, LTD.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/26/2010

SIE

Date: 10/1/2018

Series 7

Date: 4/29/2010

Series 24

Date: 3/12/2025

FINRA

Current Firm

KOHLHEPP INVESTMENT ADVISORS, LTD.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KOHLHEPP INVESTMENT ADVISORS, LTD.

TRUST BUT VERIFY

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