Benjamin Reid Chambers

Current Employers

Employment History

• 06/2015 → 05/2020
  Kestra Investment Services, Inc.
  Austin, TX
• 06/2015 → 05/2020
  Trinity Financial Partners Ii, Llc
  Berwyn, PA
• 04/2020 → Present
  Elevation Wealth Llc
  Aston, PA
• 08/2020 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2015-06-22 → 2020-06-12
  Trinity Financial Partners Ii, Llc
  Berwyn, PA
• 2006-04-12 → 2015-06-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, PA

Other Businesses

1) ELEVATION WEALTH, LLC. INVESTMENT RELATED BUSINESS. LOCATED AT 18 DUBLIN WAY, ASTON, PA. REGISTERED INVESTMENT ADVISOR BUSINESS. TITLE IS MANAGING MEMEBER/CCO/IAR. STARTED 04/2020. 100 HRS/MO DEVOTED - 5 HRS/DAY DURING TRADING. DUTIES ARE SERVING CLIENTS ARE REGISTERED INVESTMENT ADVISOR, PROVIDING FINANCIAL PLANNING AS A CERTIFIED FINANCIAL PLANNER. SERVES AS CHIEF COMPLIANCE OFFICER FOR THE FIRM. 2)INDEPENDENT INSURANCE AGENT. NOT INVESTMENT RELATED. LOCATED AT 18 DUBLIN WAY, ASTON, PA 19014. INSURANCE SALES BUSINESS. TITLE IS AGENT. STARTED 06/2020. 5 HRS/MO DEVOTED - 0.25HRS/DAY DURING TRADING. DUTIES ARE INSURANCE SALES AND SERVICE OF NON-REGISTERED INSURANCE PRODUCTS. 3) Registered representative of and independent contractor with Purshe Kaplan Sterling Investments; an unaffiliated FINRA-member broker/dealer. This activity involves up to 10% of his time each month. He therefore performs in the role as registered representative, insurance agent, or as representative of our investment advisory firm, and he will disclose in advance of a transaction or advisory agreement the capacity in which he is serving a client, to include the conflict of interest the role or service to be provided may incur. He receives commissions, overrides or other compensation from the sale of a variable insurance contract (including variable annuities) through various unaffiliated carriers, as well as commissions, bonuses, or other compensation from the sale of securities through Purshe Kaplan Sterling Investments, including distribution or service ("trail") fees from the sale of mutual funds. The potential for the receipt of commissions and other compensation creates an incentive to make recommendations based on the compensation received rather than on the client's needs. 4) Ben Chambers; Not Investment Related; 18 Dublin Way, Aston, PA 19014; Youth Soccer; Coach; 10/1/2022; 15 hrs/mo; 0 during trading; Youth soccer coach on weeknights.

Exams

• S66 Uniform Combined State Law Examination
  2006-04-11

Designations