Joshua J Monk

Current Employers

Employment History

• 12/2005 → Present
  Kestra Investment Services, Llc.
  Falls Creek, VA
• 04/2016 → Present
  Kestra Advisory Services, Llc.
  Falls Creek, VA

Previous Registrations

• 2013-04-22 → 2015-04-23
  Truist Investment Services, Inc.
  Arlington, VA
  Vienna, VA
  Laurel, MD
  Vienna, VA
  Vienna, VA
  Great Falls, VA
• 2012-06-06 → 2012-07-11
  Proshare Advisors Llc
  Bethesda, MD
• 2010-12-02 → 2011-06-29
  Morgan Stanley
  Washington, DC
• 2009-04-22 → 2010-06-29
  Citigroup Global Markets Inc.
  Washington, DC
  Washington, DC
• 2007-07-30 → 2008-07-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC

Other Businesses

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: RBMUHA POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/27/2025 ADDRESS: 7625 Wisconsin Avenue, Suite 350, Bethesda MD 20814, United States DESCRIPTION: Financial Advisor to retail clients1

Exams

• S66 Uniform Combined State Law Examination
  2007-07-16

Other Names

• Joshua James Monk
• Josh J Monk
• Joshua James Monk
• Josh Monk