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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 2023-08-28
  • PA RA
    APPROVED
    Since 2023-08-28

Branch Locations

955 Chesterbrook Blvd, Suite 310, Wayne, PA 19087 • 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
Bloomsburg University Bloomsburg PA 08/2015 05/2019
Lincoln Investment Jenkintown PA 06/2018 08/2018
Woodlyn Crossing Homeowners Association Langhorne PA 05/2015 08/2017
Unemployed Langhorne PA 05/2019 08/2019
Axa Advisors, Llc New York NY 08/2019 06/2020
Self-Employed New York NY 12/2018 12/2019
Equitable Advisors, Llc New York NY 08/2019 09/2020
The Vanguard Group, Inc. Malvern PA 11/2020 04/2022
Wealth Cmt Cherry Hill NJ 04/2022 05/2023
Kestra Investment Services, Llc Berwyn PA 08/2023 Present
Kestra Advisory Services, Llc Berwyn PA 08/2023 Present
  • 08/2015 → 05/2019
    Bloomsburg University
    Bloomsburg, PA
  • 06/2018 → 08/2018
    Lincoln Investment
    Jenkintown, PA
  • 05/2015 → 08/2017
    Woodlyn Crossing Homeowners Association
    Langhorne, PA
  • 05/2019 → 08/2019
    Unemployed
    Langhorne, PA
  • 08/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 12/2018 → 12/2019
    Self-Employed
    New York, NY
  • 08/2019 → 09/2020
    New York, NY
  • 11/2020 → 04/2022
    The Vanguard Group, Inc.
    Malvern, PA
  • 04/2022 → 05/2023
    Wealth Cmt
    Cherry Hill, NJ
  • 08/2023 → Present
    Kestra Investment Services, Llc
    Berwyn, PA
  • 08/2023 → Present
    Berwyn, PA
Previous Registrations
Other Businesses

NAME: TYCOR BENEFIT ADMINISTRATORS INC. POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2023 ADDRESS: 955 Chesterbrook Blvd Suite 310, Wayne PA 19087, United States DESCRIPTION: Providing Investment advice to the participants of the 401(k)s that we manage. NAME: KESTRA ADVISORY SERVICES POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2023 ADDRESS: 5707 Southwest Parkway, Bldg 2, Ste 400, Austin TX 78735, United States DESCRIPTION: Providing investment advice to participants of the 401(k) Plan. NAME: NFP POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2023 ADDRESS: 955 Chesterbrook Blvd Suite 310, Wayne PA 19087, United States DESCRIPTION: Providing Investment advice to the participants of the 401(k)s that we manage.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-24
  • S66 Uniform Combined State Law Examination
    2020-01-24
Other Names
  • Dustin Willing
  • Dustin M Willing

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