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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-01-05 |
Branch Locations
2500 York Rd. Ste. 210, Jamison, PA 18929 • 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 | Jamison | PA | 02/2011 | Present |
| Kestra Advisory Services, Llc | Warrington | PA | 01/2017 | Present |
| Kestra Investment Services, Llc | Warrington | PA | 02/2011 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-02 |
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