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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-05-08
  • IL RA
    APPROVED
    Since 2023-05-08

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

1700 Park St Suite 200, Naperville, IL 60563 • United States

Orland Park, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kestra Investment Services, Llc Naperville IL 10/2022 Present
Fourth Piece, Llc Orland Hills IL 06/2020 10/2022
Riviera Country Club Orland Park IL 06/2018 09/2018
Crystal Tree Country Club Orland Park IL 06/2016 05/2018
Jack Gibbons Gardens Oak Forest IL 09/2018 06/2020
Victor J Andrew Highschool Tinley Park IL 05/2013 05/2018
Kestra Advisory Services, Llc Naperville IL 10/2022 Present
  • 10/2022 → Present
    Kestra Investment Services, Llc
    Naperville, IL
  • 06/2020 → 10/2022
    Fourth Piece, Llc
    Orland Hills, IL
  • 06/2018 → 09/2018
    Riviera Country Club
    Orland Park, IL
  • 06/2016 → 05/2018
    Crystal Tree Country Club
    Orland Park, IL
  • 09/2018 → 06/2020
    Jack Gibbons Gardens
    Oak Forest, IL
  • 05/2013 → 05/2018
    Victor J Andrew Highschool
    Tinley Park, IL
  • 10/2022 → Present
    Naperville, IL
Other Businesses

Business Name: PARTNERS WEALTH MANAGMENT POSITION: Client Services Manager NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/18/2022 ADDRESS: 1700 Park St, Suite 200, Naperville IL 60563 DESCRIPTION: Client Services including preparing paperwork, trading, and money moevments. Business Name: JACOB PAOLETTI - UBER EATS/DOORDASH POSITION: Courier NATURE: Food Services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/30/2025 ADDRESS: 6832 Winston Dr, Tinley Park IL 60477, United States DESCRIPTION: Pick up food from restaurants. Deliver food to customer.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-28
  • S65 Uniform Investment Adviser Law Examination
    2022-09-28

View on SEC IAPD

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