Brandon Keith Sherbert

Current Employers

Employment History

• 05/2013 → Present
  Beacon Financial Group
  Dallas, TX
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Dallas, TX
• 06/2013 → Present
  Kestra Investment Services, Llc
  Dallas, TX

Previous Registrations

• 2016-04-19 → 2025-03-26
  Kestra Advisory Services, Llc
  Dallas, TX
• 2009-06-15 → 2013-05-29
  Fortitude Advisory Group L.L.C.
  Gig Harbor, WA

Other Businesses

Business Name: Beacon Retirement Planning Services Investment Related: Yes Address: 17300 Preston Rd #120 Dallas TX 75252 Nature of Business: Other Other/None of the Above IAR Position, Title or Relationship: Employee Start Date: 5/28/2013 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: IARBusiness Name: NDEX Systems Investment Related: No Address: 50, Queen, Bureau 304 Montreal, Quebec, Canada H3C 2N5 Quebec CA 75252 Nature of Business: Other Other/None of the Above Consulting Position, Title or Relationship: Other,I simply refer people to use their service. Start Date: 10/1/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: ConsultingBusiness Name: Beacon Financial Group Investment Related: Yes Address: 17300 Preston Road, Suite 120 Dallas TX 75252 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: COO and Investment Advisor Representative Start Date: 6/1/2013 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Investment Advisor, COO roleBusiness 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 servicesBusiness Name: Mainstay BC, LLC Investment Related: No Address: 17300 Preston Rd, Suite 120 Dallas TX 75252 Nature of Business: Consulting Position, Title or Relationship: Sole person, manager. Start Date: 6/19/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Offer general business consulting to small to medium businesses.Business Name: The Gray Group Insurance Investment Related: Yes Address: 5900 S Lake Forest Drive Ste. 300 McKinney TX 75070 Nature of Business: Insurance Position, Title or Relationship: rep Start Date: 8/31/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I will be licensed with them to sell property and casualty insurance.Business Name: PartnersFinancial Investment Related: Yes Address: 1250 Capital of Texas Highway S Bldg 2. Ste 600 Austin TX 78746 Nature of Business: Insurance Position, Title or Relationship: agent Start Date: 12/11/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I sell life and property insurance. INTEGRITY PERSONAL INSURANCE POSITION: rep NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/23/2022 ADDRESS: 194 Industrial Blvd #102, McKinney TX 75069, United States DESCRIPTION: I will be a rep getting rate quotes and service from their agency.

Exams

• S66 Uniform Combined State Law Examination
  2009-06-14
• S63 Uniform Securities Agent State Law Examination
  1999-04-29

Other Names

• Brandon K Sherbert