STEVEN JOSEPH KURTZ is an investment adviser representative (IAR) with state registration records since 2021, appearing at 5 firms. Currently registered with PETERS MANAGEMENT GROUP LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PETERS MANAGEMENT GROUP LLC | 2026-01-02 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-12-17 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-05-03 | 2025-03-31 | — |
| CAPITAL ANALYSTS, LLC | 2021-04-05 | 2022-04-05 | — |
| LINCOLN INVESTMENT PLANNING, LLC | 2021-04-05 | 2022-04-05 | — |