Rebecca Charlotte Craig

Current Employers

Employment History

• 01/2004 → Present
  Craig & Treff Financial Services
  Severna Park, MD
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Severna Park, MD
• 12/2009 → Present
  Kestra Investment Services, Llc
  Severna Park, MD

Previous Registrations

• 1997-02-21 → 2009-12-31
  Medallion Advisory Services, Llc
  Severna Park, MD

Other Businesses

Business Name: Craig and Treff Financial Services Investment Related: Yes Address: 819 Ritchie Hwy, Suite 1015 Severna Park MD 21146 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC; Tax/Accounting/CPA Position, Title or Relationship: Partner Start Date: 1/1/2004 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Income tax preparation/planning and insurance agent selling life insurance, long term care insurance and annuities. 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: CRAIG AND TREFF FINANCIAL SERVICES POSITION: Owner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 21 START DATE: 01/01/2004 ADDRESS: 819 Ritchie Hwy, Suite 1015, Severna Park MD 21146, United States DESCRIPTION: Income tax preparation/planning and insurance agent selling life insurance, long term care insurance and annuities.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-08-01
• S65 Uniform Investment Adviser Law Examination
  1996-08-01

Other Names

• Becky Craig
• Becky Olds