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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-01-05
  • PA RA
    APPROVED
    Since 2017-01-05

Branch Locations

Jamison, PA • United States

2500 York Rd. Ste. 210, Jamison, PA 18929 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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
Renaissance Benefit Advisors Jamison PA 02/2011 Present
Kestra Advisory Services, Llc Warrington PA 01/2017 Present
Kestra Investment Services, Llc Warrington PA 02/2011 Present
  • 02/2011 → Present
    Renaissance Benefit Advisors
    Jamison, PA
  • 01/2017 → Present
    Warrington, PA
  • 02/2011 → Present
    Kestra Investment Services, Llc
    Warrington, PA
Previous Registrations
Other Businesses

Business Name: Renaissance Benefit Advisors (NFP Executive Benefits) Investment Related: Yes Address: 2500 York Road Jamison PA 18929 Nature of Business: Registered Field Assistant; Insurance Position, Title or Relationship: Design & Consulting Specialist Start Date: 2/3/2011 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Executive benefits design and consulting specialist. Create proposals for executive benefit prospects. Administer executive benefit plans with existing clients. Plans include nonqualified deferred compensation, SERPs, bonus plans, and life insurance.Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 | Austin, TX 78735 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Registered Rep (non-producer) Start Date: 2/3/2011 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Consult on prospective executive benefit plans. Administer executive benefit plan with existing clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-02
  • S66 Uniform Combined State Law Examination
    2016-11-02
Other Names
  • Brian Anthony Donofry

View on SEC IAPD

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