Marc Lee Tannenbaum

Current Employers

Employment History

• 03/2001 → Present
  Signature Financial Planning
  Pittsburgh, PA
• 04/2016 → Present
  Kestra Investment Services, Llc
  Pittsburgh, PA
• 12/2019 → Present
  Signature Select Wealth, Llc
  Pittsburgh, PA
• 02/2009 → 09/2016
  Nfp Advisor Services, Llc.
  Pittsburgh, PA
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Pittsburgh, PA

Previous Registrations

• 2020-01-10 → 2025-09-30
  Signature Select Wealth
  Pittsburgh, PA

Other Businesses

Name: 7532 S. Rosemary Cir Rental Property Invest Rel: N Addr: 7532 S. Rosemary Cir Centennial CO 80112 NOB: Real Estate POS: Owner Start Date: 7/1/2012 (0 - 16 hrs) Hrs /mnth during trading hrs: (0 - 14 hrs) Duties: Landlord Name: SIGNATURE VENTURES, LLC POSITION: Member Investor NOB: LLC to eventually invest in a passive investment INVEST REL: N #OF HRS: 0 SECURIT: No duties or obligations Name: Blue Tree Allied Angels Invest Rel: Y Addr: PO Box 1323 Wexford PA 15090 NOB: Consulting Title: I am a member Start Date: 6/1/2011 Hrs/mth: 0-16 Hrs/mth during trading hrs: 0-14 Duties: To occasionally invest Name: Signature Fusion Angel Investing LLC Invest Rel: Y Addr: 1301 Grandview Avenue Suite 300 Pittsburgh PA 15211 NOB: Other Other/None of the Above None Title: Member Start Date: 5/1/2011 Hrs/mth: 0-16 Hrs/mth during trading hours: 0-14 Duties: None besides evaluating investments Name: Kestra Advisory Services, LLC Invest Rel: Y Addr: 5707 Southwest Parkway Bldng 2, Ste 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC Title: Investment Advisor Representative Start Date: 4/4/2016 Hrs/mth: Up to 100% (0 to 160 hours) Hrs/mth during trading hrs: Up to 100% (0 to 160 hrs) Duties: Investment advisory srvcs Name: SIGNATURE FINANCIAL PLANNING POSITION: Owner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 06/24/2024 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburgh PA 15219, United States DESCRIPTION: co-Chief Executive Officer Name: Notary Public Invest Rel: N Addr: 1301 Grandview Ave Suite 300 Pittsburgh PA 15211 NOB: Back Office Operations Title: notary Strt Date: 9/24/2014 Hrs/mth: 0-16 Hrs/mth during trading hours: 0-14 Duties: To occasionally notarize Name: BALTO LLC POS: member NOB: investment vehicle for private equity INVEST REL: Y # OF HRS: 0 SEC TRADING HRS: 0 STRT DATE: 03/25/2022 ADDR: 1403 Freeport Road, Cheswick PA 15024 DESC: Angel investments Name: D2T LLC POSITION: member NOB: investment vehicle for angel investing INVEST REL: N #OF HRS: 0 SEC TRADING HRS: 0 STRT DATE: 08/11/2020 ADDR: 1301 Grandview Ave Ste 300, Pittsburgh PA 15211 DESC: strictly member and angel investor Name: PCA NATIONAL INSTRUCTOR POS: Driving Instructor NOB: Hobby INVEST REL: N #OF HRS: 5 SEC TRADING HRS: 0 STRT DATE: 10/29/2022 ADDR: 2543 Beechwood Blvd, Pittsburgh PA 15217 DESC: High Performance Driving instruction No intention for compensation Name: SIGNATURE WEALTH POSITION: Owner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 06/24/2024 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburgh PA 15219 DESCRIPTION: co-C E O Name: SIGNATURE LEGACY HOLDINGS LLC POSITION: Member NATURE: Holdings company for Kingfisher stock - see Bluespring or Kestra legal department for more details INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 525 William Penn Place, Suite 3401, Signature, Pittsburgh PA 15219, United States DESCRIPTION: Gen Member NAME: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/08/2005 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: CTRL+ALT+DEL, LLC POSITION: member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/03/2025 ADDRESS: 2543 Beechwood Blvd, Pittsburgh PA 15217, United States DESCRIPTION: a two-member LLC for the sole purpose of R E investing for rental income. Name: MARINA GREENTREE 415 LLC POSITION: landlord NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/13/2026 ADDRESS: 415 Chartiers Ave, Carnegie PA 15106, United States DESCRIPTION: landlord activities

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-05-05
• S63 Uniform Securities Agent State Law Examination
  2002-11-08

Designations