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Ron Scott Kirkpatrick

Accelerate Retirement

Snohomish, WA

Aliso Viejo, CA

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Current Employers
Accelerate Retirement

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-01-07
  • WA RA
    APPROVED
    Since 2025-01-07

Branch Locations

Snohomish, WA • United States

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • 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
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
  • 08/2002 → Present
    Liberty Benefits Group Llc
    Snohomish, WA
  • 04/2016 → 12/2024
    Lynnwood, WA
  • 05/2007 → 12/2024
    Kestra Investment Services, Llc
    Lynnwood, WA
  • 01/2025 → Present
    Accelerate Investment Advisors Llc
    Aliso Viejo, CA
Previous Registrations
  • 2016-04-19 → 2024-12-31
    Lynnwood, WA
  • 2007-05-22 → 2016-09-22
    Kestra Investment Services, Llc
    Austin, TX
    Snohomish, WA
  • 2006-08-15 → 2007-06-12
    Cetera Wealth Services, Llc
    Lynnwood, WA
Other Businesses

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.

Exams
CodeExamDate
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
  • 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

View on SEC IAPD

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