Kaitlyn J. Kocuba

HERITAGE WEALTH ADVISORS

WEXFORD, PA 15090

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CRD#: 6685850

Professional summary

Kaitlyn Jo Kocuba, who also goes by Kaitlyn Jo Renken, is a registered financial advisor currently at HERITAGE WEALTH ADVISORS located in Wexford, Pennsylvania.

Kaitlyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kaitlyn has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kaitlyn Jo Renken

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaitlyn Jo Kocuba'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

September 1, 2021 - Present

HERITAGE WEALTH ADVISORS

Office #1: 2563 Brandt School Rd Suite 201, Wexford, PA 15090

RIA

CRD#: 137484

WEXFORD, PA

Past

June 5, 2018 - August 6, 2021

HEFREN-TILLOTSON, INC.

RIA

CRD#: 53

PITTSBURGH, PA

Past

June 5, 2018 - August 6, 2021

HEFREN-TILLOTSON, INC.

CRD#: 53

PITTSBURGH, PA

Past

April 4, 2018 - June 4, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

PITTSBURGH, PA

Past

February 13, 2018 - June 4, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

PITTSBURGH, 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".

HERITAGE WEALTH ADVISORS

HERITAGE WEALTH ADVISORS | REMO FEATHERNGILL & ASSOCIATES, LLC | HERITAGE WEALTH ADVISORS, LLC

CRD#: 137484 / SEC#: 801-64803

RIA

Registered Investment Advisory firm - (10/27/2005 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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(9/1/2021)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/30/2018

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: 2/13/2018

General Securities Representative Examination

Current Firm

HERITAGE WEALTH ADVISORS

HERITAGE WEALTH ADVISORS | REMO FEATHERNGILL & ASSOCIATES, LLC | HERITAGE WEALTH ADVISORS, LLC

CRD#: 137484 / SEC#: 801-64803

RIA

Registered Investment Advisory firm - (10/27/2005 Approved)

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Contact information

Main Address

919 East Main Street Suite 950, Richmond, VA 23219

Mailing Address

Phone number

(804) 643-4080

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HERITAGE WEALTH ADVISORS ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,623
AUM (Assets Under Management)	$ 4,567,546,731

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
07/29/2024	Cover Page	Report
10/27/2023	Cover Page	Report
02/22/2023	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Kaitlyn J. Kocuba

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaitlyn Jo Kocuba's CRS (Customer Relationship Summary).

Certified licenses

Experience

HEFREN-TILLOTSON, INC.

HEFREN-TILLOTSON, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

HERITAGE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/30/2018

SIE

Date: 10/1/2018

Series 7

Date: 2/13/2018

Current Firm

HERITAGE WEALTH ADVISORS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HERITAGE WEALTH ADVISORS

TRUST BUT VERIFY

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