Adam David Paoli

Current Employers

Employment History

• 06/2009 → 10/2021
  Hornor Townsend & Kent Inc
  Horsham, PA
• 07/2009 → 10/2021
  Penn Mutual Life Ins Co
  Horsham, PA
• 10/2021 → Present
  Kestra Investments Services, Llc
  Elmhurst, IL
• 10/2021 → Present
  Kestra Advisory Services Llc
  Elmhurst, IL

Previous Registrations

• 2009-07-02 → 2021-10-28
  Hornor, Townsend & Kent, Llc
  Chicago, IL
  Buffalo Grove, IL
  Buffalo Grove, IL
  Elmhurst, IL
  Buffalo Grove, IL
• 2006-03-01 → 2009-06-26
  Signator Investors, Inc.
  Rosemont, IL
  Rosemont, IL

Other Businesses

Name: COLTIVA WEALTH PLANNING PARTNERS POSITION: Founder & Lead Wealth Planner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/03/2019 ADDRESS: 132 N York Street, Suite 3K, Elmhurst IL 60126, United States DESCRIPTION: Provide financial advice to clients. Recommending financial products such as stocks, bonds, mutual funds, managed accounts, variable and fixed annuities and insurance products 2. Name: KESTRA ADVISORY SERVICES LLC POSITION: Wealth Planner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/21/2021 ADDRESS: 5707 Southwest Pkwy, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Provide financial advice to clients, recommending financial products such as stocks, bonds, mutual funds, managed accounts, variable annuities. Name: AFFETTO WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/28/2021 ADDRESS: 132 N York St, Suite 1A, Elmhurst IL 60126-3070, United States DESCRIPTION: Provide financial advice to clients. Recommending financial products such as stocks, bonds, mutual funds, managed accounts, variable and fixed annuities and insurance products

Exams

• S66 Uniform Combined State Law Examination
  2005-08-09

Other Names

• Adam D Paoli