Billy Lynn Clark

Current Employers

Employment History

• 04/2016 → Present
  Kestra Advisory Services, Llc
  Irving, TX
• 09/2005 → Present
  Kestra Investment Services, Llc
  Irving, TX

Previous Registrations

• 2003-09-03 → 2005-09-21
  Osaic Fa, Inc.
  Dallas, TX
• 1996-01-09 → 2003-09-23
  Veravest Investment Advisors, Inc.
  Dallas, TX

Other Businesses

Business Name: Halcyon Wealth Advisors, LLC Investment Related: Yes Address: 6565 N. MACARTHUR BLVD SUITE 460 Irving TX 75039 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner Start Date: 1/1/2005 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Insurance Agent, financial planning, IAR, reg. rep. Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 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: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Halcyon Group Benefits Investment Related: Yes Address: 6565 N. MacArthur Blvd., Suite 460 Irving TX 75039 Nature of Business: Insurance Position, Title or Relationship: Advisor Start Date: 12/1/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Sales of Group Health Business Business Name: Rental Property Investment Related: No Address: 405 Four O'Clock Rd 15C Breckenridge CO 80424 Nature of Business: Real Estate Position, Title or Relationship: Owner of the unit/condo. Start Date: 9/1/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: None. Business Name: CRANE FAMILY CAPITAL, LLC POSITION: owner NATURE: owner of llc INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/21/2022 ADDRESS: 836 Crane Dr, Coppell TX 75019 DESCRIPTION: manage investments

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-05
• S63 Uniform Securities Agent State Law Examination
  1991-06-06

Designations