Bennett Albert Gagliano

Current Employers

Employment History

• 10/2001 → 06/2021
  G & C Pension Services Llc
  Buffalo, NY
• 10/2001 → 06/2021
  Cadaret, Grant & Co., Inc.
  Amherst, NY
• 06/2021 → Present
  Kestra Investment Services, Llc
  Amherst, NY
• 06/2021 → Present
  Kestra Advisory Services, Llc
  Amherst, NY

Previous Registrations

• 2021-05-04 → 2021-06-03
  Cadaret, Grant & Co., Inc.
  Lockport, NY
  Lockport, NY
  Amherst, NY
  Syracuse, NY
  Lockport, NY

Other Businesses

Name: Bennett A Gagliano Investment Related: Yes Address: 270 Northpointe Parkway Suite 10 Amherst NY 14228 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: I am the individual described above. Start Date: 6/3/2021 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 51% - 60% (71 - 84 hours) Duties: Financial Investment planning and strategy; sale of retirement plans and their design, individual counseling to retirement plan participants Name: Bennett A Gagliano Inc. Investment Related: Yes Address: 270 Northpointe Parkway Suite 10 Amherst NY 14228 Amherst NY 14228 Nature of Business: Insurance Position, Title or Relationship: President Start Date: 10/12/2001 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: Running the company, design and sales and service of benefit plans sold to clients Name: G&C Pension Services LLC DBA T P S I Investment Related: No Address: 270 Northpointe Parkway Suite 10 Amherst NY 14228 Amherst NY 14228 Nature of Business: Other TPA Position, Title or Relationship: Managing Partner Start Date: 10/12/2001 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 51% - 60% (71 - 84 hours) Duties: Review of administrative work, sales, client relationship management, manage day-to-day affairs, Name: Payright Payroll Affiliates, Inc. Investment Related: No Address: 127 Washington Ave. West Wing North Haven CT 06473 Nature of Business: Other Other/None of the Above Provides payroll services to business entities Position, Title or Relationship: Vice President Start Date: 2/9/2006 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I do not perform any duties for this entity Name: TPS - DV LLC Investment Related: No Address: 1270 Washington Ave. West Wing North Haven CT 06473 Nature of Business: Other TPA Position, Title or Relationship: General Partner Start Date: 4/1/2007 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Administrative and Executive Name: 616 NORTH FRENCH ROAD LLC POSITION: President NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/15/2024 ADDRESS: 616 North French Road, Amherst NY 14228, United States DESCRIPTION: Collecting the rent from G&C and the one tenant, Northeastern Commercial Appraisal and paying the bills of the entity. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/02/2021 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: DEFINITI POSITION: Regional Director NATURE: Third Party Administrator of Retirement Plans INVESTMENT RELATED: No NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 50 START DATE: 12/09/2025 ADDRESS: 616 North French Road, Amherst NY 14228, United States DESCRIPTION: Sales, administrative and overseeing administrative staff