John Patrick Liptak

Current Employers

Employment History

• 04/2016 → Present
  Kestra Advisory Services, Llc
  Westfield, MA
• 11/2008 → Present
  Kestra Investment Services, Llc
  Westfield, MA

Other Businesses

Business Name: Jeffrey W Glaze GST Trust Investment Related: No Address: 1 Arch Road Westfield MA 01085 Nature of Business: Legal/Fiduciary Position, Title or Relationship: co trustee Start Date: 11/28/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: help run all duties of trust and prepare annual accounting and tax returns. Business 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 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: Amelia Park Ice Arena Investment Related: No Address: 30 Court Street, Suite 6 Westfield MA 01085 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board member Start Date: 6/21/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend monthly meetings as volunteer to help the organizaiton. Business Name: J&S CPA'S, LLC POSITION: CPA employee NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 35 START DATE: 10/01/2022 ADDRESS: 94 North Elm Street, Suite 209, Westfield MA 01085 DESCRIPTION: Prepare and review tax returns. Business Name: JOHN P LIPTAK CPA PC POSITION: Owner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/1985 ADDRESS: 37 Broad Street, Suite 2, WESTFIELD MA 01085 DESCRIPTION: prepare and review cpa related products

Exams

• S66 Uniform Combined State Law Examination
  1999-11-18

Designations