Mark Diamond

Current Employers

Employment History

• 09/1998 → Present
  Beacon Retirement Planning Services, Inc.
  Addison, TX
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Dallas, TX
• 04/2000 → Present
  Kestra Investment Services, Llc
  Dallas, TX

Previous Registrations

• 2016-04-25 → 2025-03-26
  Kestra Advisory Services, Llc
  Dallas, TX
  Mckinney, TX

Other Businesses

Business Name: BDE Properties, LLC Investment Related: Yes Address: 17300 Preston Rd Ste 120 Dallas TX 75252 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 1/1/1999 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: NONE- its all passive at this point no recent purchases of late Business Name: Beacon Financial Group Investment Related: Yes Address: 17300 Preston Rd Suite 120 Dallas TX 75252 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Employee Start Date: 1/1/1995 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Invesment Advisor Representative for this firm. Business Name: Beacon Retirement Planning Services, Inc. Investment Related: Yes Address: 17300 Preston Rd. STe 120 Dallas TX 75252 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Mark Diamond is Vice President of Sales Start Date: 1/1/1995 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Providing insurance where necessary to Beacon Clients Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-09-17
• S63 Uniform Securities Agent State Law Examination
  1984-04-18