Phillip Nathan Senderowitz

Current Employers

Employment History

• 01/2016 → Present
  Strategic Retirement Partners
  Shorewood, IL
• 04/2016 → 04/2019
  Kestra Financial Services, Inc.
  Austin, TX
• 04/2019 → 06/2024
  Global Retirement Partners, Llc
  San Rafael, CA
• 06/2024 → Present
  Wellth Advisory Services, Llc
  Shorewood, IL

Previous Registrations

• 2019-04-04 → 2024-07-13
  Global Retirement Partners Llc
  Maitland, FL
  San Rafael, CA
• 2016-05-02 → 2019-04-01
  Kestra Advisory Services, Llc
  Maitland, FL
• 2015-11-25 → 2016-09-22
  Kestra Investment Services, Llc
  Austin, TX
  Maitland, FL
  Maitland, FL
• 2013-05-15 → 2016-08-11
  Wealthspire Retirement Advisory
  Maitland, FL
  Aliso Viejo, CA
• 2010-01-19 → 2013-04-15
  Financial Telesis Inc
  San Rafael, CA
  Maitland, FL
• 2008-01-28 → 2009-11-30
  Nrp Advisors, Inc.
  Winter Park, FL
• 2006-06-09 → 2008-01-25
  Osaic Fa, Inc.
  Maitland, FL
• 2005-12-09 → 2006-02-01
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Orlando, FL
• 2002-08-26 → 2005-09-16
  Truist Investment Services, Inc.
  Orlando, FL

Other Businesses

Business Name: Maitland Police and Fire Pension Investment Related: Yes Address: 1776 Independence Lane Maitland FL 32751 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Board Trustee Start Date: 11/1/2003 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend quarterly meetings and vote on iems associated with pension rules Business Name: Strategic Retirement Partners Investment Related: Yes Address: 874 Brightwater Circle Maitland FL 32751 Nature of Business: Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: Managing Director Start Date: 10/19/2015 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Retirement plan consulting Business Name: Tampa Orlando Pinellas Jewish Foundation Investment Related: No Address: 13009 Community Campus Drive Tampa FL 33625 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Board Member Start Date: 9/1/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend quarterly meetings and approve distributions requested by donors

Exams

• S66 Uniform Combined State Law Examination
  2002-08-20
• S63 Uniform Securities Agent State Law Examination
  1991-07-24