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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Golden Years Financial Advisors, Inc.

Kevin S. Anthony

CRD 1612027 · South Bend, IN

At a glance

Kevin S. Anthony is an investment adviser representative with Golden Years Financial Advisors, Inc. in South Bend, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kevin’s SEC record dates to 2013, about 13 years ago.

Current advisory firm

  • Golden Years Financial Advisors, Inc.Since January 2015South Bend, IN · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2013 (13 years)
Designations
None on file
Exams
Series 63, Series 66
Registered in
2 states
Also a broker representative
No
Disclosures on record
Yes, see the SEC record

AtlasMembers

Kevin’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.