Terry P Ford

Current Employers

Employment History

• 10/2003 → Present
  Kestra Investment Services, Llc
  Woodstock, GA
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Woodstock, GA

Previous Registrations

• 2003-03-11 → 2003-10-24
  Osaic Fa, Inc.
  Atlanta, GA

Other Businesses

Business Name: Strategic Services Group Real Estate Holdings, LLC Investment Related: Yes Address: 3215 S. Cherokee Ln Suite 1630 Woodstock GA 30188 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 3/1/2006 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Manage the property Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Weatherstone Park Office Condo Association Investment Related: No Address: 110 Evans Mill Dr. #702 Dallas GA 30157 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: President Start Date: 8/1/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Convene board meetings, answer questions, review financials oversee property manager as member of board. Association has hired All In One Management (address above) to manage the property. Business Name: STRATEGIC STEWARDSHIP - 1908 ADVISORS POSITION: Principal of Strategic Stewardship/Strategic Services Group NATURE: Life Settlement INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/23/2023 ADDRESS: 3215 S. Cherokee ln, ste 1630, Woodstock GA 30188 DESCRIPTION: Gather client information about whether the sale of a life insurance policy is in the best interest of the client. Obtain life insurance illustrations as required for obtaining quotes or offers for sale of the policy. Assist the client with completing forms that need to be submitted. Evaluating offers with the client to see if it seems like a fair offer. Business Name: STRATEGIC STEWARDSHIP POSITION: Owner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 72 SECURITIES TRADING HOURS: 63 START DATE: 02/01/2024 ADDRESS: 3215 S. Cherokee Lane Suite 1630, Woodstock GA 30188, United States DESCRIPTION: Oversee gathering of information for clients by staff and presentation of information to client

Exams

• S66 Uniform Combined State Law Examination
  2000-04-03

Designations