Joseph Martin Ervolina

Current Employers

Employment History

• 03/2016 → 05/2021
  Geneos Wealth Management Inc
  Clarence Center, NY
• 05/2021 → Present
  Kestra Investment Services, Llc
  Clarence Center, NY
• 05/2021 → Present
  Kestra Advisory Services, Llc
  Clarence Center, NY

Previous Registrations

• 2016-03-11 → 2021-05-19
  Geneos Wealth Management, Inc.
  Clarence Center, NY
  Englewood, CO

Other Businesses

Business Name: 5635 Harris Hill Corp Investment Related: Yes Address: 5635 Harris Hill Williamsville NY 14221 Nature of Business: Real Estate Position, Title or Relationship: owner Start Date: 6/24/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: property managementBusiness Name: Cornerstone Capital Wealth Management Inc. Investment Related: Yes Address: 5895 Goodrich Rd. Clarence Center NY 14032 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: President Start Date: 4/1/2007 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Managing the Practice. Hiring, managing, and financial planningBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment advisor Representitive Start Date: 5/15/2021 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Rep as Manager Fee based financial planning/Brokerage

Exams

• S66 Uniform Combined State Law Examination
  2001-08-30