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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 2023-01-31
  • IL RA
    APPROVED
    Since 2023-01-31

Branch Locations

306 Backbone Road E Suite 1, Princeton, IL 61356 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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 Princeton IL 11/2022 Present
Jmx Helicopters Princeton IL 12/2019 11/2022
University Of Illinois Champaign-Urbana Princeton IL 08/2020 05/2022
Illinois Valley Community College Oglesby IL 08/2018 05/2020
Cornbelt Energy Princeton IL 05/2019 08/2019
Princeton High School Princeton IL 08/2014 06/2018
Sterling Land Company Sterling IL 06/2023 Present
  • 11/2022 → Present
    Kestra Investment Services, Llc
    Princeton, IL
  • 12/2019 → 11/2022
    Jmx Helicopters
    Princeton, IL
  • 08/2020 → 05/2022
    University Of Illinois Champaign-Urbana
    Princeton, IL
  • 08/2018 → 05/2020
    Illinois Valley Community College
    Oglesby, IL
  • 05/2019 → 08/2019
    Cornbelt Energy
    Princeton, IL
  • 08/2014 → 06/2018
    Princeton High School
    Princeton, IL
  • 06/2023 → Present
    Sterling Land Company
    Sterling, IL
Other Businesses

Name: KB ELLIOTT FINANCIAL ADVISORS POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 11/07/2022 ADDRESS: 306 Backbone Rd E Suite 1, Princeton IL 61356 DESCRIPTION: Transitioning towards a financial adviser position Name: STERLING LAND COMPANY POSITION: Real Estate Broker NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/14/2023 ADDRESS: 306 West 14th Street, Sterling IL 61356 DESCRIPTION: I will be handling the transaction of farm real estate between the buyer and the seller. I will list their different pieces of property depending upon the need and wants of the client. Name: PRINCETON PUBLIC LIBRARY POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/25/2025 ADDRESS: 698 E Peru St, Princeton IL 61356-1900, United States DESCRIPTION: We will meet once a month to determine the needs and future projects for the library. Making changes is on an "as needs' basis for the library. The board consists of a few attorneys, teachers, and r.e agents. The public is also allowed to be present to view and make comments towards the meeting.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-27
  • S66 Uniform Combined State Law Examination
    2023-01-27
Designations

View on SEC IAPD

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