Ilona Friedman

Current Employers

Employment History

• 04/2009 → Present
  Kestra Investment Services Llc
  Dallas, TX
• 04/2016 → Present
  Kestra Advisory Services Llc
  Dallas, TX

Other Businesses

Name: CD Wealth Management, LLC Investment Related: Yes Address: 16400 Dallas Parkway Ste 310 Dallas TX 75248 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: Employee/Wealth Advisor Start Date: 7/1/2014 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Assisting with Andy and Scott's current clients. Also focusing on short and long term planning for my clients and managing assets. Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Bldg 2 Ste 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Principal Start Date: 5/8/2016 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: I am a financial advisor who incorporates holistic financial planning - including but not limited to advising on how to invest. Depending on client risk tolerance, goals, needs, etc. there comes a time to recommend a recommendation that has a management fee associated with the investment Name: CD WEALTH MANAGEMENT, LLC POSITION: Employee/Wealth Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 07/01/2014 ADDRESS: 16400 Dallas Parkway Ste 310, Dallas TX 75248, United States DESCRIPTION: Assisting with Andy and Scott's current clients. Also focusing on short and long term planning for my clients and managing assets. Name: RBHSC, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/17/2023 ADDRESS: 16400 Dallas Parkway Ste 310, Dallas TX 75248, United States DESCRIPTION: No duties Name: ANN & NATE LEVINE ACADEMY POSITION: Member of Investment Committee NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2025 ADDRESS: 18011 Hillcrest Rd, Dallas TX 75252, United States DESCRIPTION: Help implement strategies to maximize planning for the school. Name: DALLAS JEWISH COMMUNITY FOUNDATION INSURANCE COMMITTEE POSITION: Member NATURE: Member of Insurance Committee INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/20/2026 ADDRESS: 12222 Merit Dr, Ste 450, Dallas TX 75251, United States DESCRIPTION: Review insurance policies and give professional opinion as to whether it makes sense or not (and why), or if additional information is needed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-08
• S63 Uniform Securities Agent State Law Examination
  2008-05-24

Designations

Other Names

• Ilona Rachel Galstyan