Patrick Joseph Monaghan

Current Employers

Employment History

• 04/2016 → 05/2025
  Kestra Advisory Services, Llc
  Timonium, MD
• 11/2001 → 05/2025
  Kestra Investment Services, Llc
  Timonium, MD
• 01/2025 → Present
  Berman Mcaleer
  Timonium, MD

Previous Registrations

• 2016-04-20 → 2025-05-20
  Kestra Advisory Services, Llc
  Timonium, MD
• 2001-12-19 → 2016-09-22
  Kestra Investment Services, Llc
  Towson, MD
  Timonium, MD
  New York, NY

Other Businesses

Business Name: Berman McAleer Partnership Investment Related: No Address: 9690 Deereco Road Suite 800 Timonium MD 21093 Nature of Business: Other Other/None of the Above The partnership's only activity is owning and maintaining life insurance policies to fund the buy/sell agreements for the owners of Berman McAleer Inc. Position, Title or Relationship: General Partner Start Date: 2/24/2005 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I confirm the life insurance policies that are owned by the partnership are in-force and administered properly so the death benefit will be sufficient to fund Berman McAleer Inc.'s buy/sell agreements. Business Name: Prospect Hill Cemetery of Towson, Inc. Investment Related: No Address: 701 York Road Towson MD 21204 Nature of Business: Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: I am on the Board of Directors as a volunteer. Start Date: 1/1/2005 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Solicit financial and other support for the cemetery, approve maintenance contracts and budgets, assist with misc other activities that come with managing the affairs of a cemetery. Business Name: Berman McAleer Holdings, Inc. Investment Related: No Address: 9690 Deereco Road, Suite 800 Timonium MD 21093 Nature of Business: Other Other/None of the Above This business is not engaged in any of the activities listed. Position, Title or Relationship: One of owners. Start Date: 1/1/2007 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Each of the four owners decides on which investments are made. Business Name: 103 Chicago St, Rehobeth Beach, DE Investment Related: No Address: 13010 GENT ROAD REISTERSTOWN MD 21136 Nature of Business: Real Estate Position, Title or Relationship: Property owner and manager Start Date: 1/1/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Solicit renters, manage property and books and records.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-03
• S63 Uniform Securities Agent State Law Examination
  1997-10-10

Other Names

• Patrick J Monaghan