Todd Christopher Bellistri

Current Employers

Employment History

• 03/2008 → Present
  August Benefits
  Huntington, NY
• 03/2008 → Present
  Kestra Investment Services, Llc
  Melville, NY
• 03/2008 → Present
  Kestra Advisory Services, Llc
  Melville, NY

Other Businesses

Business Name: August Benefits, Inc. Investment Related: No Address: 769 New York Avenue Huntington NY 11743 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: President & CEO / Owner Start Date: 1/1/2002 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: Management / Supervision / New Business Business Name: 769 New York Realty, LLC Investment Related: No Address: 769 New York Avenue Huntington NY 11743 Nature of Business: Other Other/None of the Above The LLC activity is limited to receiving monthly rent payments from August Benefits, Inc. Position, Title or Relationship: President and CEO of August Benefits, Inc. Member of LLC Start Date: 9/27/2007 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Record keeping Business Name: Nimble Reporting, LLC Investment Related: No Address: 769 New York Avenue Huntington NY 11743 Nature of Business: Other Other/None of the Above None of the above Position, Title or Relationship: Member Start Date: 4/4/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Provide ACA expertise with respect to programming proprietary technology. 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: The Advisory Board Investment Related: No Address: Not applicable Huntington NY 11743 Nature of Business: Other Other/None of the Above Advisory board (we pay a monthly fee to the facilitator) Position, Title or Relationship: member of TAB Start Date: 7/1/2008 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: attend monthly board meetings Business Name: Casa de Ensueno, LLC Investment Related: No Address: Guanacaste, Costa Rica Santa Cruz OT - Other Costa Rica 50309 Nature of Business: Real Estate Position, Title or Relationship: 50% member of LLC Start Date: 1/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: 50% member of LLC - caring for the property Business Name: The Avellanas Whip, LLC Investment Related: No Address: Guanacaste, Costa Rica Tamarindo FO - Foreign Costa Rica 50309 Nature of Business: Other Other/None of the Above The LLC will own a car - this is the sole purpose of the LLC Position, Title or Relationship: 50% member (spouse is also 50% member) Start Date: 5/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: 50% member Business Name: LYNX REPORTING LLC DBA SNAPBOI INVESTMENT RELATED: No ADDRESS: 185 Froehlich Farm Blvd., Woodbury NY 11797, United States Nature of Business: SaaS product POSITION: Member NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 40 START DATE: 02/01/2024 DESCRIPTION: Prospective client consultations

Exams

• S66 Uniform Combined State Law Examination
  2001-08-02
• S63 Uniform Securities Agent State Law Examination
  1992-04-20

Designations