Stuart Lee Youngentob

Current Employers

Employment History

• 04/2016 → 02/2022
  Kestra Financial Services, Inc.
  Austin, TX
• 02/2022 → Present
  Lion Street Financial
  Bethesda, MD
• 11/2025 → Present
  Integrity Alliance, Llc.
  Bethesda, MD
• 11/2025 → Present
  Integrity Alliance, Llc.
  Bethesda, MD

Previous Registrations

• 2022-02-25 → 2025-11-03
  Lion Street Advisors, Llc
  Bethesda, MD
  Austin, TX
  Palm Beach Gardens, FL
  Palm Beach, FL
• 2016-04-21 → 2022-03-01
  Kestra Advisory Services, Llc
  Bethesda, MD
• 2006-01-05 → 2016-09-22
  Kestra Investment Services, Llc
  Bethesda, MD

Other Businesses

1.Capital Jewish Museum. Org Investment Related: No Address: 1319 F Street, NW Washington DC 20004 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: general board member/community service work Start Date: 11/3/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: sit on various committees associated with the business operations of the museum Business Name: Slatestone Ventures, I Investment Related: No Address: 5516 Devon Rd Bethesda MD 20814 Nature of Business: Real Estate Position, Title or Relationship: Managing Member Start Date: 4/22/2005 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Manage single rental property - personal asset Business Name: Jewish Foundation for Group Homes Investment Related: No Address: 1500 East Jefferson Street Rockville MD 20852 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Board member - Community Service Work Start Date: 11/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: serve on budget/finance and risk management committees 2.RISK STRATEGIES COMPANY (RSC) POSITION: Employee NATURE: Insurance consulting and brokerage - property causulty, fixed life and annuities, long term care INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2018 ADDRESS: 7500 Old Georgetown Road, Suite 925, Bethesda MD 20814, United States DESCRIPTION: Insurance consulting and brokerage. All prior entities associated with this OBA have been dissolved however legacy business clients could email Arkin Youngentob aka AYALLC which forwards to RSC. 3.CAPITAL JEWISH MUSEUM POSITION: Board Member NATURE: Not for profit INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/03/2022 ADDRESS: 575 3rd Street NW, Washington DC 20001, United States DESCRIPTION: General board member 4.SLATESTONE VENTURES 1, LLC POSITION: Owner NATURE: residential rental real estate - one single family townhome INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/11/2004 ADDRESS: 110 Monte Carlo Drive, Palm Beach Gardens FL 33418, United States DESCRIPTION: Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-20
• S63 Uniform Securities Agent State Law Examination
  1994-12-23