Anthony Paul Locascio

Current Employers

Employment History

• 10/1984 → Present
  Bishop, Ortiz, & Locascio Assoc.
  Winter Haven, FL
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Winterhaven, FL
• 02/2001 → Present
  Kestra Investment Services, Llc
  Winterhaven, FL

Other Businesses

Business Name: Bishop Ortiz & LoCascio Associates Investment Related: Yes Address: 301 Ave K SE Winter Haven FL 33880 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: Investment advisor Start Date: 10/1/1984 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Consult, analyze, recommend, monitor, review investment portfolios Business Name: BOL Management Co LLC Investment Related: No Address: 301 Ave K SE Winter Haven FL 33880 Nature of Business: Other Other/None of the Above Pass through organization for paying operational expenses Position, Title or Relationship: Owner Start Date: 7/31/2009 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Pass through organization for paying operational expenses Business Name: E.C. Apartments Investment Related: No Address: 500 Ave L NW Winter Haven FL 33881 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Other,Board Member Start Date: 1/1/1990 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Board member; review management results Business Name: Insurance Sales - Anthony P LoCascio Investment Related: Yes Address: 301 Ave K SE Winter Haven FL 33880 Nature of Business: Insurance Position, Title or Relationship: Other,agent Start Date: 12/9/1988 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Service existing Life insurance and fixed annuities 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 Business Name: Winter Haven Rotary Club Investment Related: No Address: 323 3rd St NW Winter Haven FL 33880 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Member Start Date: 7/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: board member; review club activities

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-10-21

Designations

Other Names

• Tony Locascio