Heidi Sue Kennedy
Investment Adviser Representative at Investment Research Corp
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Heidi Sue Kennedy is an investment adviser representative with Investment Research Corp in Claysburg, PA, where they have been registered since 2025. They have worked in the securities industry since 2002 and have been registered with 4 firms, including Grove Point Advisors, LLC and H. BECK, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Maryland and Pennsylvania.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maryland, Pennsylvania
- Broker:
4 states and territories
California, Indiana, Maryland, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- H. BECK, Inc.Jan 2011 – Mar 2021Rockville, MD
- Grove Point Advisors, LLCApr 2021 – Apr 2025Rockville, MD
- Grove Point Investments, LLCApr 2021 – Apr 2025Rockville, MD
- PrincipalÃ, Heidi KennedyAtlas Insurance DistributorsMar 2021 – no end date reportedOwings Mills, MD
- Baltimore LIFE CompaniesApr 2007 – no end date reportedOwings Mills, MD
- MAX Everett EnterprisesMay 2021 – no end date reportedOcean City, MD
- World Capital Brokerage, Inc.Apr 2025 – no end date reportedDenver, CO
- Investment Research CorporationApr 2025 – no end date reportedDenver, CO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Investment Research Corp
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 16
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Denver, CO
- SEC file number:
- 801-8599
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Investment Research Corp
Showing 12 of 16 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Heidi Sue Kennedy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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