Trevor Neil Coe

Current Employers

Employment History

• 11/2005 → Present
  Levine Group, Inc.
  Nashville, TN
• 12/2005 → Present
  Kestra Investment Services, Llc
  Russelville, KY
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Russelville, KY

Other Businesses

Name: Levine Group, Inc. Investment Related: Yes Address: 5141 Virginia Way Suite 370 Brentwood TN 37027 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Other Other/None of the Above basic life insurance and securities investments sales Position, Title or Relationship: registered rep and advisor and agent Start Date: 1/1/2006 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: basic duties to do sales in these areas Name: Kelly Russell Scholarship Fund Investment Related: No Address: 221 Center Street Russellville KY 42276 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Director Start Date: 6/22/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Elect scholarship recipients, serve as investment advisor over funds Name: Trevor N. Coe, LLC DBA - Just Rent It - Self Storage Investment Related: No Address: 9204 Weston Drive Brentwood TN 37027 Nature of Business: Real Estate Position, Title or Relationship: General Partner Start Date: 1/1/2008 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: General Oversight and Management 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: C & W Investment Properties, LLC Investment Related: Yes Address: 9204 Weston Drive Brentwood TN 37027 Nature of Business: Real Estate Position, Title or Relationship: 50% Owner Start Date: 1/6/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Hire management company, pay bills Name: JAB South, LLC Investment Related: No Address: 118 Sugar Sand Lane Santa Rosa Beach FL 32459 Nature of Business: Real Estate Position, Title or Relationship: partial owner Start Date: 8/1/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: pay the bills, maintain property Name: COE AND LEVINE POSI: Partner NOB: Real Estate INV REL: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2023 ADDRESS: 5141 Virginia Way Ste 370, Brentwood TN 37027 DESC: Own and Rent Name: JTWROS RENTAL PROPERTY POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 04/01/2025 ADDRESS: 9204 Weston Drive, Brentwood TN 37027, United States DESCRIPTION: everything except what management company handles Name: NFP, AN AON COMPANY POSITION: Vice President NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/14/2025 ADDRESS: 105 Robins Way, Suite 205, Russellville KY 42276, United States DESCRIPTION: Financial Advisor Activities

Exams

• S66 Uniform Combined State Law Examination
  2007-10-26
• S63 Uniform Securities Agent State Law Examination
  2005-12-19

Designations