David Fredric Berdow

Current Employers

Employment History

• 10/2011 → Present
  Kestra Investment Services, Llc
  Narberth, PA
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Narberth, PA

Previous Registrations

• 2004-06-25 → 2011-10-26
  Signator Investors, Inc.
  Narbeth, PA
  Devon, PA
  Narberth, PA

Other Businesses

Business Name: Rental Property Investment Related: Yes Address: 304a Windsor Avenue Narberth PA 19072 Nature of Business: Real Estate Position, Title or Relationship: I own the condominium. Start Date: 6/1/2008 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Collecting the rent and make repairs as necessary and well as show to prospective renters when it is vacant. Business Name: Berdow Planning Group, LLC. Investment Related: Yes Address: 104.5 Forrest Avenue, Suite 22-24 Narberth PA 19072 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 Position, Title or Relationship: Financial Planner and Owner of the Entity Start Date: 3/7/2016 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Meeting with clients, sales, financial planning, 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: OCEAN CITY YACHT CLUB BOARD POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2025 ADDRESS: 100 Bay Road, Ocean City NJ 08226, United States DESCRIPTION: To oversee the facility infrastructure including docks, building and the boatyard.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-18
• S63 Uniform Securities Agent State Law Examination
  2000-04-03

Designations

Other Names

• David Fredric Berdow
• David F Hertz
• David F Berdow