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120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-07 |
Branch Locations
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Benefits Group Llc | Snohomish | WA | 08/2002 | Present |
| Kestra Advisory Services, Llc | Lynnwood | WA | 04/2016 | 12/2024 |
| Kestra Investment Services, Llc | Lynnwood | WA | 05/2007 | 12/2024 |
| Accelerate Investment Advisors Llc | Aliso Viejo | CA | 01/2025 | Present |
Business Name: Liberty Benefits Group, LLC, LBG Advisors, LLC Investment Related: Yes Address: 4100 194th ST SW STE 380 Lynnwood WA 98036 Nature of Business: Insurance; Other Back Office Operations; Other/None of the Above Group Benefits and Health Insurance Consultant Broker Position, Title or Relationship: Owner Start Date: 9/1/2003 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Oversee operations, assist in sales and service Business Name: RON KIRKPATRICK POSITION: Head Varsity Coach NATURE: Basketball Coach for high school team INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 15 START DATE: 05/01/2021 ADDRESS: 16300 112th Ave NE, Bothell WA 98011 DESCRIPTION: Running practices with team, coaching during games.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-29 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
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