Blair David Applegate

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Kestra Advisory Services, Llc
  Aliso Viejo, CA
• 07/2015 → Present
  Kestra Investment Services, Llc
  Aliso Viejo, CA

Previous Registrations

• 2011-09-12 → 2015-07-28
  A.G.P. / Alliance Global Partners
  Newport Beach, CA

Other Businesses

Name: Pacific Coast Wealth Management Investment Related: Yes Address: 120 Vantis, Suite 300 Aliso Viejo CA 92656 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: President Start Date: 7/24/2015 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Market, solicit, advise clients on investment and retirement accounts including IRAs, Brokerage accounts., Investment Advisory 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: Pacific Coast Wealth Management, LLC Investment Related: Yes Address: 120 Vantis Suite 300 Aliso Viejo CA 92656 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Chairman and President Start Date: 10/9/2018 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Prospecting, illustrations, sales. Name: Laguna Open Beach Volleyball Tournaments POSITION: I am the volunteer assistant director of the tournament. NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 12/07/2019 ADDRESS: 105 North Coast Highway, Laguna Beach CA 92651 DESCRIPTION: I volunteer to aid in the organization and running of the tournament. These duties include encouraging donors to make charitable contributions to the City of Laguna Beach Taxpayer EIN and all funds are marked for the benefit of the operation of the tournament including equipment, referrees, player expenses, prize money to players, food, decorations etc. Name: Golden States Pops Orchestra Investment Related: No Address: 383 W. 6th Street, #4 San Pedro CA 90731 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.); Other Other/None of the Above Organization, fundraising of charitable donations to the organizations EIN. Discussion of events, agenda, content, productions. Position, Title or Relationship: Board of Directors. Start Date: 12/9/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Serve as Board of Directors to help organize operations, solicit charitable donations and give advice about the events and opearation of organization. Name: ENTERTAINMENT IN MUSIC ASSOCIATION DBA AS GOLDEN STATE POPS ORCHESTRA OR LA FILM ORCHESTRA POSITION: Board of Directors. Vice President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 12/09/2019 ADDRESS: 383 W. 6th Street, #4, San Pedro CA 90731 DESCRIPTION: Serve as Vice President on the Board of Directors to help organize operations, solicit charitable donations and give advice about the events and operation of the organization. Name: WHITCOMB TRUST POSITION: Successor Trustee NATURE: Legal/Attorney/Trustee/Executor INVESTMENT RELATED: No # OF HOURS: 16 SECURITIES TRADING HOURS: 4 START DATE: 02/02/2026 ADDRESS: PO BOX 1113, Laguna Beach CA 92652, United States DESCRIPTION: Manage assets of the trust.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-06
• S63 Uniform Securities Agent State Law Examination
  2010-07-12