Kris Richard Geary

Current Employers

Employment History

• 04/2016 → Present
  Kestra Advisory Services, Llc
  Greensburg, PA
• 01/2012 → Present
  Kestra Investment Services, Llc
  Greensburg, PA

Previous Registrations

• 2005-01-18 → 2012-01-30
  Voya Financial Advisors, Inc.
  Pittsburgh, PA
  Greensberg, PA
  Greensburg, PA
  Greensburg, PA
• 2001-01-03 → 2003-07-23
  Nathan & Lewis Securities, Inc.
  Greensburg, PA

Other Businesses

Name: Insurance Sales Investment Related: Yes Address: 314 Old Route 30 Greensburg PA 15601 Nature of Business: Insurance Position, Title or Relationship: Owner Start Date: 1/1/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: product reviews and sales meetings. Service existing policies Name: KBG Realty, LLC Investment Related: No Address: 314 Old Route 30 Greensburg PA 15601 Nature of Business: Other Other/None of the Above Property management Position, Title or Relationship: Member Start Date: 2/1/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Property management Name: Keystone Benefits Group, Inc. Investment Related: Yes Address: 314 Old Route 30 Greensburg PA 15650 Nature of Business: Other TPA Position, Title or Relationship: Owner Start Date: 1/1/2004 Hours per month: 61% - 70% (97 - 112 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: Owner. Benefits consultant 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 / 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 Name: KEYSTONE BENEFITS GROUP, INC. POSITION: Owner, President NATURE: Retirement Plan TPA INVESTMENT RELATED: Yes # OF HOURS: 104 SECURITIES TRADING HOURS: 63 START DATE: 01/01/2004 ADDRESS: 314 Old Route 30, Greensburg PA 15650, United States DESCRIPTION: Management, Benefits consulting and compliance work

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-13
• S63 Uniform Securities Agent State Law Examination
  1992-03-03