Franklin Jeffrey Mcelroy

Current Employers

Employment History

• 01/2010 → Present
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 01/1998 → Present
  Bmh Investment Group
  Cornelius, NC
• 01/2006 → Present
  Amaia Trusted Source Network
  Cornelius, NC
• 01/2006 → Present
  Gnc Properties, Llc
  Myrtle Beach, SC
• 01/2006 → Present
  Baird Financial
  Dallas, TX
• 01/2006 → Present
  Md Financial
  Dallas, TX
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Cornelius, NC
• 03/2015 → Present
  Kestra Investment Services, Llc
  Cornelius, NC

Previous Registrations

• 2010-02-11 → 2015-04-17
  Ameritas Investment Company, Llc
  Cornelius, NC
  Lincoln, NE
• 2005-07-15 → 2010-02-10
  Gunnallen Financial, Inc
  Cornelius, NC
  Myrtle Beach, SC

Other Businesses

Name: FINANCIAL INDEPENDENCE GROUP (FIG) Investment Related: Yes Address: 19520 W. CATAWBA AVE. Cornelius NC 28031 Nature of Business: Insurance Position, Title or Relationship: Agent Start Date: 1/1/2995 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: None Name: BMH INVESTMENT GROUP, LLC Investment Related: Yes Address: 9605 CALDWELL COMMONS CIRCLE SUITE A Cornelius NC 28031 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: Co-Owner (50/50) - Member/Manager with BJ Bryant Start Date: 1/1/1998 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: Making business decisions with BJ, managing BMH's finances, securing clients, overseeing employee(s), etc. Name: THE CHRISTENSEN AGENCY Investment Related: Yes Address: 7401 CARMEL EXECUTIVE PARK STE 205 Charlotte NC 28266 Nature of Business: Insurance Position, Title or Relationship: Agent 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: None 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 Name: BEERS & BURPEES CHARITY POSITION: Board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: PO Box 940, Cornelius NC 28031, United States DESCRIPTION: Assist with planning and carrying out the annual Beers & Burpees event, as well as other offshoot projects via the CLT Foundation, charitably serving the greater Charlotte area. Name: CLT FOUNDATION POSITION: Board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2025 ADDRESS: PO Box 940, Cornelius NC 28031, United States DESCRIPTION: Assist with planning and carrying out the annual Gala, annual Beers & Burpees event, as well as other offshoot projects via the CLT Foundation, charitably serving the greater Charlotte area. Name: U.S. FINANCIAL SERVICES, LLC POSITION: Partner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2020 ADDRESS: 19109 W. Catawba Avenue, Suite 200, Cornelius NC 28031, United States DESCRIPTION: Regular brokerage/advisory activities

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-11-07
• S63 Uniform Securities Agent State Law Examination
  1992-06-22

Other Names

• Jeff Mcelroy
• Franklin Mcelroy