Robert Iola

Current Employers

Employment History

• 01/2014 → 10/2017
  Commonwealth Financial Network
  Waltham, MA
• 10/2017 → Present
  Kestra Investment Services, Llc
  Raritan, NJ
• 10/2017 → Present
  Kestra Advisory Services, Llc
  Raritan, NJ

Previous Registrations

• 2014-01-06 → 2017-10-17
  Commonwealth Financial Network
  Raritan, NJ
  Waltham, MA
• 2004-02-19 → 2014-01-06
  Summit Equities, Inc.
  Parsippany, NJ
  Parsippany, NJ
• 2004-02-19 → 2014-01-06
  Summit Financial Resources Inc
  Parsippany, NJ

Other Businesses

Name: IFG Wealth Strategies 
Iola Financial Group, LLC Investment Related: Yes Address: 1124 US Hwy 202, Suite A3 Raritan NJ 08869 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC POS: President Start Date: 4/24/2005 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) DESC: All sales, marketing, administration. Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Parkway, Bldg 2, Suite 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC POS: Investment Advisor Representative Start Date: 10/13/2017 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) DESC: Investment Advisor Representative Name: Power of Zero Investment Related: Yes Address: 1124 US Hwy 202, Suite A3 Raritan NJ 08869 NOB: Other Other/None of the Above Workshops POS: Host Start Date: 9/25/2018 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Present the workshop Name: YKW-HOLE PROPERTIES LLC POS: Managing Member NOB: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/31/2024 ADDRESS: 6 Hillview Dr, Califon NJ 07830 DESC: managing the office condo. Name: SYNTHESIS WEALTH PLANNING LLC POSITION: Employee NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 04/01/2026 ADDRESS: 161 Madison Ave., Suite 200, Morristown NJ 07960, United States DESCRIPTION: Financial Planning Investment Management Insurance

Exams

• S66 Uniform Combined State Law Examination
  2010-12-22
• S63 Uniform Securities Agent State Law Examination
  1991-02-01

Designations

Other Names

• Robert Iola
• Robert Louis Iola