Joseph Todd Carpenter

Current Employers

Employment History

• 08/1996 → Present
  Boone Brandon Johnston & Evans
  Nashvile, TN
• 06/1997 → Present
  Partners Securities, Inc.
  Austin, TX
• 06/1997 → Present
  Kestra Investment Services, Llc
  Franklin, TN
• 06/2023 → Present
  Kestra Advisory Services, Llc
  Franklin, TN

Other Businesses

Business Name: NFP Executive Benefits Investment Related: Yes Address: 100 Westwood Place Suite 440 Brentwood TN 37027 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: Employee Start Date: 3/29/1999 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 51% - 60% (71 - 84 hours) Duties: business development Business Name: KESTRA ADVISORY SERVICES, LLC ('KAS') POSITION: SVP NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/22/2023 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: N/A

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-22
• S63 Uniform Securities Agent State Law Examination
  1999-08-20