Mary Chuhinka Kurtz has been Managing Member of TLC Group Investment Advisors since March 2006, is a control person of the firm and directly owns under 5% of it.
TLC Group Investment Advisors, LLC is a State College, PA firm with $168M under management, 205 clients and 2 advisers in one office, as of its March 2026 filing.
Mary Chuhinka Kurtz’s longest registration is the current one, 20 years at Leigh Baldwin & Co., LLC since 2006.
- Leigh Baldwin & Co., LLCAlso current– present · 20 yearsState College, PA · Adviser representative and broker · Firm CRD 38751
- – present · 20 yearsState College, PA · Adviser representative · Firm CRD 137814
Investment adviser representative registrations
Mary Chuhinka Kurtz is registered as an investment adviser representative in Pennsylvania, since March 2006.
- PennsylvaniaSince 2 March 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 27 August 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 March 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 August 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 31 July 1991 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Mary Magdalene Chuhinka Kurtz
- CRD
- 2151100
- Firm
- TLC Group Investment Advisors · CRD 137814
- Role
- Managing Member
- Office
- 270 WALKER DRIVE, State College, PA 16801
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 1991
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Mary Chuhinka Kurtz work?
Mary Chuhinka Kurtz has been Managing Member of TLC Group Investment Advisors, LLC since March 2006, and is a control person of the firm.
Is Mary Chuhinka Kurtz a financial advisor?
Yes. Mary Chuhinka Kurtz has a current investment-adviser registration in Pennsylvania, through TLC Group Investment Advisors since March 2006.
How many years of experience does Mary Chuhinka Kurtz have?
Mary Chuhinka Kurtz has 35 years in the financial industry, since July 1991, across 2 adviser firms.
What exams has Mary Chuhinka Kurtz passed?
Mary Chuhinka Kurtz has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 26 and Series 99TO. The earliest, the Series 6, was passed in July 1991. FINRA credited Mary Chuhinka Kurtz with the SIE, which began in October 2018.
Where is Mary Chuhinka Kurtz based?
Mary Chuhinka Kurtz’s registered office is in State College, PA.
Is Mary Chuhinka Kurtz registered with FINRA?
Yes. Mary Chuhinka Kurtz has a current broker registration, under CRD 2151100.
Source: FINRA BrokerCheck
How can I verify Mary Chuhinka Kurtz’s record?
Search CRD 2151100 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Mary Chuhinka Kurtz’s full registration record.