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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-04-19
  • PA RA
    APPROVED
    Since 2016-04-19

Branch Locations

955 Chesterbrook Blvd, Suite 310, Wayne, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tycor Benefit Administrators, Inc. Berwyn PA 09/1992 Present
Tycor Asset Management, Inc. Berwyn PA 09/1992 Present
Kestra Advisory Services, Llc Berwyn PA 04/2016 Present
Kestra Investment Services, Llc Berwyn PA 04/1998 Present
  • 09/1992 → Present
    Tycor Benefit Administrators, Inc.
    Berwyn, PA
  • 09/1992 → Present
    Tycor Asset Management, Inc.
    Berwyn, PA
  • 04/2016 → Present
    Berwyn, PA
  • 04/1998 → Present
    Kestra Investment Services, Llc
    Berwyn, PA
Previous Registrations
  • 2004-10-20 → 2015-12-31
    Tycor Asset Management, Inc.
    Malvern, PA
    Berwyn, PA
Other Businesses

Tycor Financial Group Investment Related: No Address: 850 Cassatt Road Suite 310 Berwyn PA 19312 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; Other TPA Position, Title or Relationship: Owner Start Date: 9/8/1992 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 61% - 70% (85 - 98 hours) Duties: Business oversight, Client relationship management, sales 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 NAME: TYCOR ASSET MANAGEMENT, INC. TYCOR FINANCIAL GROUP POSITION: Senior Vice President NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 88 SECURITIES TRADING HOURS: 63 START DATE: 06/01/2009 ADDRESS: 955 Chesterbrook Blvd., Suite 310, Wayne PA 19087, United States DESCRIPTION: Investment Advisory NAME: NFP POSITION: Senior Vice President NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 90 START DATE: 11/22/2024 ADDRESS: 955 Chesterbrook Blvd., Suite 310, Wayne PA 19087, United States DESCRIPTION: Business development Business oversight

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-04-06
S63 Uniform Securities Agent State Law Examination 1996-01-30
  • S65 Uniform Investment Adviser Law Examination
    2007-04-06
  • S63 Uniform Securities Agent State Law Examination
    1996-01-30
Designations
Other Names
  • Tim Corle
  • J. Timothy Corle
  • Jonathan Timothy Corle

View on SEC IAPD

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