Richard Gregory Hana

Current Employers

Employment History

• 04/1975 → 09/2025
  Various Insurance Company'S
  Jacksonville, FL
• 10/2005 → 09/2025
  Commonwealth Financial Network
  Waltham, MA
• 09/2025 → Present
  Kestra Investments Services, Llc
  Ponte Vedra Beach, FL
• 09/2025 → Present
  Kestra Advisory Services, Llc
  Ponte Vedra Beach, FL

Previous Registrations

• 2005-11-01 → 2025-09-04
  Commonwealth Financial Network
  Ponte Vedra Beach, FL
  Ponte Vedra Beach, FL
  Ponte Vedra, FL
• 1992-11-02 → 2005-11-02
  Osaic Fa, Inc.
  Jacksonville, FL

Other Businesses

RICHARD G HANA AND HELEN HOPE HANA POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1990 ADDRESS: 3206 Sawgrass Village Circle, Ponte Vedra Beach FL 32082, United States DESCRIPTION: This is the office we operate the business out of. I own the space free and clear. There is no rent and I'm not collecting rent from anyone. We manage this space on our own. KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/03/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR HFG WEALTH ADVISORS POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/1980 ADDRESS: 3206 Sawgrass Village Circle, Ponte Vedra Beach FL 32082, United States DESCRIPTION: Work with clients to help them meet their financial goals.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-12
• S63 Uniform Securities Agent State Law Examination
  1987-07-13

Designations