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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
NY RA APPROVED 2024-12-09
TX RA APPROVED 2024-12-09
  • NY RA
    APPROVED
    Since 2024-12-09
  • TX RA
    APPROVED
    Since 2024-12-09

Branch Locations

775 Park Ave,Suite 235, Huntington, NY 11743 • 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
American Portfolios Financial Services, Inc. Holbrook NY 01/2014 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 12/2024
Kestra Investment Services Llc Huntington NY 12/2024 Present
Kestra Advisory Services Llc Huntington NY 12/2024 Present
  • 01/2014 → 10/2024
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 10/2024 → 12/2024
    Scottsdale, AZ
  • 12/2024 → Present
    Kestra Investment Services Llc
    Huntington, NY
  • 12/2024 → Present
    Huntington, NY
Previous Registrations
  • 2024-10-11 → 2024-12-12
    Manasquan, NJ
    Huntington, NY
    Scottsdale, AZ
  • 2014-01-13 → 2024-10-11
    American Portfolios Advisors, Inc
    Huntington, NY
    Holbrook, NY
Other Businesses

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: 12/09/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: DELORENZO FINANCIAL GROUP LLC POSITION: Financial Advisor/owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 33 START DATE: 12/09/2024 ADDRESS: 775 Park Ave, Suite 235, Huntington NY 11743, United States DESCRIPTION: Executive and sales Name: CLEAR HORIZON GROUP LTD POSITION: President NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 12/09/2024 ADDRESS: 775 Park Ave, Suite 235, Huntington NY 11743, United States DESCRIPTION: executive 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: 12/09/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: GARY DELORENZO & ASSOCIATES LLC POSITION: owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2003 ADDRESS: 775 Park Ave, Suite 235, Huntington NY 11743, United States DESCRIPTION: exec Name: DELORENZO FINANCIAL GROUP LLC POSITION: Financial Advisor/owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 33 START DATE: 12/09/2024 ADDRESS: 775 Park Ave, Suite 235, Huntington NY 11743, United States DESCRIPTION: Executive and sales Name: CLEAR HORIZON GROUP LTD POSITION: President NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 12/09/2024 ADDRESS: 775 Park Ave, Suite 235, Huntington NY 11743, United States DESCRIPTION: executive NAME: DELORENZO CONSULTING LLC POSITION: owner NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 10 START DATE: 10/28/2025 ADDRESS: 775 Park Ave, Suite 235, Huntington NY 11743, United States DESCRIPTION: Consulting individuals and instructing groups

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-10-06
  • S63 Uniform Securities Agent State Law Examination
    1995-10-06
Designations
Other Names
  • Gary Delorenzo

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