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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2018-04-18
  • SC RA
    APPROVED
    Since 2018-04-18

Branch Locations

300 Executive Center Dr Suite 103, Greenville, SC 29615 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Greer, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services Inc. Atlanta GA 09/2014 02/2018
Suntrust Advisory Services Atlanta GA 09/2016 02/2018
Suntrust Investment Services Inc Atlanta GA 03/2018 04/2018
Suntrust Bank Greenville SC 03/2018 04/2018
Kestra Investment Services, Llc Greenville SC 04/2018 Present
Kestra Advisory Services, Llc Greenville SC 04/2018 Present
  • 09/2014 → 02/2018
    Suntrust Investment Services Inc.
    Atlanta, GA
  • 09/2016 → 02/2018
    Suntrust Advisory Services
    Atlanta, GA
  • 03/2018 → 04/2018
    Suntrust Investment Services Inc
    Atlanta, GA
  • 03/2018 → 04/2018
    Suntrust Bank
    Greenville, SC
  • 04/2018 → Present
    Kestra Investment Services, Llc
    Greenville, SC
  • 04/2018 → Present
    Greenville, SC
Previous Registrations
Other Businesses

Business Name: NFP Investment Related: Yes Address: 80 INTERNATIONAL DR GREENVILLE SC 29615 Nature of Business: Registered Field Assistant; Other Back Office Operations Position, Title or Relationship: Senior Client Service Associate Start Date: 4/18/2018 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Support to advisors in all aspects of practice managementBusiness Name: KESTRA ADVISORY SERVICES. LLC Investment Related: Yes Address: 5707 SOUTHWEST PKY, BLD STE 400 AUSTIN TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: REGISTERED CLIENT SERVICE ASSOCIATE Start Date: 4/18/2018 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: ADMINISTRATIVE SUPPORT TO REPS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-12
S63 Uniform Securities Agent State Law Examination 2004-06-09
  • S66 Uniform Combined State Law Examination
    2015-03-12
  • S63 Uniform Securities Agent State Law Examination
    2004-06-09
Other Names
  • Beverly K Robinson
  • Beverly Kaib Robinson
  • Beverly Lynn Kaib

View on SEC IAPD

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