Philip Joseph Amos

Current Employers

Employment History

• 12/2005 → Present
  Paul Amos & Associates
  Sheffield Village, OH
• 01/2006 → Present
  Kestra Investment Services, Llc
  Cleveland, OH
• 04/2016 → Present
  Kestra Advisory Services,Llc
  Cleveland, OH

Previous Registrations

• 2002-07-26 → 2006-01-19
  Osaic Fa, Inc.
  Cleveland, OH

Other Businesses

Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 1250 Capital of Texas Highway, Building 2 Suite 125 Austin TX 78746 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Lorain County Chamber of Commerce Investment Related: No Address: 226 Middle Ave 5th Floor Elyria OH 44035 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Member Start Date: 1/1/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend board meetings and Chamber events. Business Name: PJA Legacy LLC Investment Related: No Address: 36711 American Way, Suite 2F Avon OH 44011 Nature of Business: Other Other/None of the Above I established this entity with my father from whom I am buying his stock in our firm. Position, Title or Relationship: Owner Start Date: 10/31/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: 10 year payment beginning in 2008. Business Name: Magis Advisory Group, LLC Investment Related: Yes Address: 36711 American Way Avon OH 44011 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Co-Founder, President Start Date: 3/13/2020 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: President Business Name: SOCCER REFEREE FOR OHSAA AND USSF POSITION: Regional Emeritus NATURE: Referee INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 01/01/2004 ADDRESS: 3242 Napa Blvd, Avon OH 44011, United States DESCRIPTION: Referee high school and club soccer matches Business Name: LORAIN COUNTY COMMUNITY COLLEGE FOUNDATION BOARD POSITION: Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 01/01/2013 ADDRESS: 1005 Abbe Road N, Elyria OH 44035, United States DESCRIPTION: Treasurer- I was appointed to this position starting January 2025. My role will be to work with the LCCC Foundation executive staff to help supplement their duties as CFO with oversight and guidance. I am still learning my duties as I have not started them yet. I have orientation meetings over the next few months. I will attend Finance Committee meetings and Executive Committee meetings. I have no access to any financial accounts of any kind and give no advice in terms of finances. Business Name: ONE LORAIN COUNTY POSITION: Chair NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2024 ADDRESS: 226 Middle Ave., 5th Floor, Elyria OH 44035, United States DESCRIPTION: Help guide the executive director in her efforts for this new organization and help establish a well functioning board of directors. Economic development interacts with public offices, private businesses and non-profits within Lorain County.

Exams

• S66 Uniform Combined State Law Examination
  2000-07-24

Designations