Steven E Bender

Current Employers

Employment History

• 12/2009 → 10/2016
  Liverzani And Bender, Cpa
  Mt Kisco, NY
• 04/2016 → 10/2016
  Kestra Financial Services, Inc.
  Austin, TX
• 10/2016 → 01/2019
  Ameriprise Financial Services, Inc.
  Mount Kisco, NY
• 01/2019 → Present
  Westchester Benefit Group
  Valhalla, NY
• 01/2019 → Present
  Kestra Investment Services, Llc
  Valhalla, NY
• 01/2019 → Present
  Kestra Advisory Services, Llc
  Valhalla, NY

Previous Registrations

• 2016-10-19 → 2018-12-13
  Ameriprise Financial Services, Llc
  Mount Kisco, NY
  New York, NY
  New York, NY
• 2016-04-26 → 2016-10-21
  Kestra Advisory Services, Llc
  Valhalla, NY
• 2013-11-12 → 2016-09-22
  Kestra Investment Services, Llc
  Armonk, NY
  Mount Kisco, NY
  Austin, TX
  Mount Kisco, NY
• 2013-03-21 → 2013-11-05
  Osaic Fa, Inc.
  Mount Kisco, NY
  Glastonbury, CT

Other Businesses

Name: Bender & Associates, CPAs Investment Related: No Address: 118 north Bedford road-301 mt. Kisco NY 10549 Nature of Business: Tax/Accounting/CPA Position, Title or Relationship: sole proprietor Start Date: 11/24/2015 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: management Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 southwest pkwy, BLDG 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: 12/1/2020 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Sales Name: Westchester Benefit Group Inc Investment Related: Yes Address: 500 Summit Lake Dr, Suite 120 Valhalla NY 10595 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Rep Start Date: 1/1/2021 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Sales Name: IG FRUIT D/B/A DIRECT SOURCE MARKETING POSITION: CFO NATURE: importer and marketer of fresh fruit INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 03/01/2025 ADDRESS: 118 North Bedford Road-201, Mt. Kisco NY 10549, United States DESCRIPTION: manage the accounting staff and monitor the overall financial well being of the company

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-01-19
• S66 Uniform Combined State Law Examination
  2013-03-01

Designations

Other Names

• Steven Eric Bender