Kevin Allen Bernard

Current Employers

Employment History

• 08/2015 → Present
  Weichert Realtors
  Ashburn, VA
• 05/2016 → 10/2024
  Avantax Advisory Services
  Ashburn, VA
• 05/2016 → 10/2024
  Avantax Investment Services, Inc.
  Ashburn, VA
• 05/2016 → 12/2022
  Solomon Edwards
  Tysons Corner, VA
• 01/2014 → Present
  Venture Advisory Llc
  Mclean, VA
• 06/2016 → 10/2024
  Avantax Insurance Agency, Llc
  Ashburn, VA
• 01/2024 → Present
  Ibs Management & Consultancy Services, Llc
  Washington, DC
• 06/2023 → 11/2023
  Mindlance, Inc.
  Union, NJ

Previous Registrations

• 2016-06-03 → 2024-10-24
  Avantax Advisory Services
  Ashburn, VA
  Mclean, VA
  Ashburn, VA
• 2015-09-28 → 2016-05-19
  Equitable Advisors, Llc
  Falls Church, VA
• 2015-06-12 → 2015-09-10
  Avantax Advisory Services
  Ashburn, VA

Other Businesses

IBS Management & Consultancy Services, LLC (Non-investment related) 1627 K St, NW, Suite 500, Washington, DC 20006 Public Accounting and Consulting firm Director, Assurance and Federal Practice (Jan. 2024 - Present) Hours devoted - 160 per month / Hours devoted during trading hours - 130 per month Leads assurance practice for the firm including quality control system. Venture Advisory LLC (Non-investment related) 8300 Greensboro Drive, L1-658, McLean, VA 22102 Bookkeeping, tax preparation, and consulting firm. Managing Member & CEO (May 2014 - Present) Hours devoted - 40 hours per month / Hours devoted during trading - 1 per month Weichert Referral Associates Co, Inc. (Non-investment related) 1625 Route 10 East, Morris Plains, NJ 07950 Offers licensed real estate agents a platform to earn referral commission income part-time across the U.S. and abroad without the expense of Board of Realtors dues, monthly office fees, E&O insurance or MLS fees. Real Estate Salesperson / Referral Agent (2015- Present) Hours devoted - 4 per month / Hours devoted during trading hours - None per month Make referrals to Weichert when the opportunity presents. Cultiva Global Solutions, LLC (Non-investment related) 1255 Union St NE, 7th Floor, Washington, DC 20002 Federal, state and local government contractor Former General Partner & CFO, currently Limited Partner (2022 - Present) Hours devoted - None per month / Hours devoted during trading hours - None per month No official duties are associated with this position. Kevin A. Bernard (Variable Contracts is investment related) 43913 Championship Place, Ashburn, VA 20147 Health, Life & Annuities, and Variable Contracts Licensed Insurance Producer Hours devoted - 4 per month / Hours devoted during trading hours - None per month Perform underwriting activities of insurance producer for prospective clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-04
• S66 Uniform Combined State Law Examination
  2012-12-31