Jack Dvir

Current Employers

Employment History

• 04/2011 → 09/2023
  Sagepoint Financial
  Westlake Village, CA
• 09/2023 → 10/2023
  Osaic Wealth, Inc.
  Newbury Park, CA
• 10/2023 → Present
  Kestra Investment Services, Llc
  Newbury Park, CA
• 10/2023 → Present
  Kestra Advisory Services, Llc
  Newbury Park, CA

Previous Registrations

• 2023-09-01 → 2023-10-08
  Osaic Wealth, Inc.
  Newbury Park, CA
• 2011-04-27 → 2023-09-01
  Osaic Services, Inc.
  Newbury Park, CA
• 2007-02-05 → 2011-04-20
  Edward Jones
  Agoura Hills, CA

Other Businesses

Business Name: FINANCIAL POINTE POSITION: Financial Advisor NATURE: Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/18/2011 ADDRESS: 3323 Old Conejo Rd., Newbury Park CA 91320 DESCRIPTION: sales, insurance processing, consulting, advising Business Name: PROMONTORY RENTAL POSITION: Co-owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2020 ADDRESS: 6337 Daylight Drive, AGOURA HILLS CA 91301 DESCRIPTION: Landlord duties such as maintenance, rent collection and deposit, paying property tax & insurance on the rental Business Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/03/2023 ADDRESS: 5707 Southwest Parkway, Building 2; Suite 400, Austin TX 78735 DESCRIPTION: IAR

Exams

• S66 Uniform Combined State Law Examination
  2007-01-26
• S63 Uniform Securities Agent State Law Examination
  2000-10-25

Other Names

• Yaacov Dvir