Justin Alan Bundza

Current Employers

Employment History

• 06/2002 → 04/2022
  Lpl Financial, Llc
  Port Orange, FL
• 04/2022 → Present
  Kestra Investment Services Llc
  Port Orange, FL
• 04/2022 → Present
  Kestra Advisory Services Llc
  Port Orange, FL

Previous Registrations

• 2003-05-02 → 2022-04-20
  Lpl Financial Llc
  Ormond Beach, FL
  Port Orange, FL

Other Businesses

1. 1/12/2006 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INVESTMENT RELATED - JUSTIN BUNDZA, INC. - PORT ORANGE, FL. 2. 9/25/2014: DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - BUNDZA WEALTH MANAGEMENT - INVESTMENT RELATED - PORT ORANGE, FL. 3. 02/06/2019 - West End Village Condo Association - Not investment related - 1515 Herbert St, Ste 207 Port Orange, FL 32129 - Non-Profit Board Member - start date:01/14/2019 - 1 hr/mo - This is the Condo Association for my office. 4. 06/05/2019 - No business name - Investment related - Port Orange, FL 32128 - Real Estate Rental - start date:01/01/2019 - 1 hr/mo - 0 hrs during trading. 5. KESTRA ADVISORY SERVICES POSITION: Senior Wealth Manager NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 04/04/2022 ADDRESS: 5707 southwest pkwy, BLDG 2, suite 400, Austin TX 78735, United States DESCRIPTION: advise clients 6. JUSTIN BUNDZA INC POSITION: president NATURE: pass through for my investment business INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 1525 Herbert Street STE 104, Port Orange FL 32129, United States DESCRIPTION: All of my commissions and fees funnel into Justin bundza inc and all my expenses and wages are paid out of the account for tax purposes 7. WEST END VILLAGE CONDO ASSN POSITION: officer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/03/2023 ADDRESS: 1515 Herbert street, unit 213, Port Orange FL 32129 DESCRIPTION: 2 people have to sign checks to other people handle all aspects of the HOA I was added in case one of them wasn't avaliable to sign checks i would be a third option

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-04-30
• S63 Uniform Securities Agent State Law Examination
  2000-01-12