Allison Clancy Hudson

Current Employers

Employment History

• 05/2011 → 02/2018
  Lpl Financial Llc
  Merrick, NY
• 02/2018 → 04/2025
  Kestra Investment Services, Llc
  Merrick, NY
• 02/2018 → 04/2025
  Kestra Advisory Services, Llc
  Merrick, NY
• 05/2011 → Present
  Allison Bergner Planning
  Wheatley Heights, NY
• 01/2022 → Present
  Ny Safety Driving
  Wheatley Heights, NY
• 04/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-03-12 → 2025-04-29
  Kestra Advisory Services, Llc
  Merrick, NY
  Austin, TX
• 2014-05-16 → 2018-02-28
  Lpl Financial Llc
  Merrick, NY
• 2010-09-17 → 2011-05-17
  Citigroup Global Markets Inc.
  Jericho, NY
  Plainview, NY
  Long Island City, NY
  Massapequa Park, NY
  Plainview, NY
  Rockville Centre, NY
  Oceanside, NY
  Lynbrook, NY
  Plainview, NY
  Farmingdale, NY
  Plainview, NY
  Massapequa Park, NY

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 05/2004 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: MERRICK CARES FOR BLUE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: 501C3 TO BENEFIT LAW ENFORCEMENT OFFICERS AND THE COMMUNITY THEY SERVE. START DATE: 07/2021 POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ATTEND MONTHLY MEETINGS- KEEP THE BOOKS FOR THE ORGANIZATION; 3. NAME OF OTHER BUSINESS: ALLISON BERGNER PLANNING INVESTMENT RELATED: YES ADDRESS: 10 BARRINGTON DRIVE WHEATLEY HEIGHTS NY 11798 NATURE OF BUSINESS: BOOKKEEPING START DATE: 05/2011 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: BOOKKEEPING; 4. NAME OF OTHER BUSINESS: MERRICK PLANNING GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2014 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: BEE-EMPOWHERED INVESTMENT RELATED: NO ADDRESS: 10 BARRINGTON DRIVE WHEATLEY HEIGHTS NY 11798 NATURE OF BUSINESS: BLOG START DATE: 07/2020 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: WRITING CONTENT; 6. NAME OF OTHER BUSINESS: NY SAFETY DRIVING INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: DEFENSIVE DRIVING CLASSES TO NY AND NJ RESIDENTS START DATE: 01/2022 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MARKETING, BUSINESS DEVELOPMENT, ORGANIZATIONAL STRUCTURE; 7. NAME OF OTHER BUSINESS: MERRICK FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2011 POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-05-05
• S63 Uniform Securities Agent State Law Examination
  2004-05-03

Other Names

• Allison Clancy Bergner