Paul Scott Nadell

Current Employers

Employment History

• 10/2004 → Present
  Investment Planning Associates
  San Jose, CA
• 04/2016 → Present
  Kestra Investment Services, Llc
  Meridian, IN
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Meridian, IN

Previous Registrations

• 2001-12-10 → 2011-01-12
  Investment Planning Associates
  Cambell, CA

Other Businesses

Business Name: INVESTMENT PLANNING ASSOCIATES Investment Related: Yes Address: 20 SOUTH SANTA CRUZ AVE. SUITE 300 LOS GATOS CA 95030 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: 1/1/1991 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Oversee ongoing operations to keep business open and in good standing 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: Bushwacker Landscaping LLC Investment Related: No Address: 3792 E. Fratello Street Meridian ID 83642 Nature of Business: Other Other/None of the Above Maintenance of residential outside yard and installation of same Position, Title or Relationship: President - executive office functions Start Date: 7/23/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Accounting Business Name: Possible names Live a planned life, A life well planned Investment Related: No Address: 3792 E. Fratello Street Meridian ID 83642 Nature of Business: Other Other/None of the Above Author, personal development, life coaching Position, Title or Relationship: Owner, Author, Coach Start Date: 8/31/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Content development, marketing, coaching Business Name: THE FIVE-MINUTE ADVISOR POSITION: Owner NATURE: Financial Publishing INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/25/2023 ADDRESS: 3792 E. Fratello Street, Meridian ID 83642, United States DESCRIPTION: Course content creation, authorship and publisher.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-21
• S63 Uniform Securities Agent State Law Examination
  1992-03-26