Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-01-11 |
Branch Locations
Eden Prairie, MN • United States
2500 Kelly Rd. Ste. 210, Warrington, PA 18976 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renaissance Benefit Advisors | Champlin | MN | 03/2011 | Present |
| Kestra Advisory Services, Llc | Warrington | PA | 01/2017 | Present |
| Kestra Investment Services, Llc | Warrington | PA | 06/2011 | Present |
Business Name: Renaissance Bank Advisor/ NFP Executive Benefits Investment Related: Yes Address: 2500 YORK RD SUITE 210 Jamison PA 18929 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Employee Start Date: 3/31/2011 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Answer client questions regarding the life insurance products they have already purchased.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-28 |
Reach out to this advisor