Benjamin Samuel Offit

Current Employers

Employment History

• 03/2016 → 09/2024
  Kestra Investment Services, Llc.
  Baltimore, MD
• 03/2016 → 09/2024
  Kestra Advisory Service Llc
  Baltimore, MD
• 11/2018 → 09/2024
  Offit Advisors
  Columbia, MD
• 03/2016 → 11/2018
  Clear Path Advisory
  Pikesville, MD
• 09/2024 → Present
  Composition Wealth, Llc
  Columbia, MD
• 03/2016 → Present
  Offit Financial Inc.
  Columbia, MD

Previous Registrations

• 2018-11-16 → 2024-10-03
  Kestra Advisory Services, Llc
  Baltimore, MD
  Austin, TX
  Towson, MD
  Columbia, MD
  Columbia, MD
• 2016-04-18 → 2018-11-16
  Kestra Advisory Services, Llc
  Baltimore, MD
• 2016-03-02 → 2016-09-22
  Kestra Investment Services, Llc
  Pikesville, MD
• 2012-01-24 → 2016-03-04
  Northwestern Mutual Investment Services, Llc
  Baltimore, MD

Other Businesses

Business Name: Offit Financial, Inc.; Investment Related: No; Address: 6990 Columbia Gateway Drive, Suite 150, COLUMBIA MD, 21046; Nature of Business: Insurance Planning and Risk Management; Position, Title or Relationship: Insurance Agent; Start Date: 3/2/2016; Hours per month: 10; Hours per month during trading hours: 0-10; Duties: Help clients with insurance planning and risk management. Business Name: Offit Advisory Services, LLC Investment Related: No Address: 6990 Columbia Gateway Drive, Suite 150, COLUMBIA MD 21046 Nature of Business: Tax/Accounting/CPA Position, Title or Relationship: Principal Start Date: 10/3/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: owning and managing the business. Hiring accountants to serve the clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-01-22
• S63 Uniform Securities Agent State Law Examination
  2009-09-26

Designations