Robert Parsons Burns

Current Employers

Employment History

• 07/1983 → Present
  Conn. Mutual Life Insurance Co.
  Wellesley, MA
• 11/1995 → Present
  Partners Group Cambridge
  Cambridge, MA
• 12/1997 → Present
  Partners Securities, Inc.
  Austin, TX
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Boston, MA
• 12/1997 → Present
  Kestra Investment Services, Llc
  Boston, MA

Other Businesses

Business Name: Residential Real Estate Rental Investment Related: No Address: 3 Little River Way Kennebunk ME 04043 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 1/1/1995 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: rental real estate Business Name: NFP Corporate Services NY LLC Investment Related: Yes Address: 265 Franklin St Boston MA 02110 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: VP Start Date: 9/1/2012 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: insurance and benefits 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: 200 Salem 44 Charter Condominium Assoc Investment Related: No Address: 200 Salem Boston MA 02113 Nature of Business: Other Other/None of the Above oversee budgetary and maintenance concerns of the complex Position, Title or Relationship: trustee Start Date: 6/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: oversee budgetary and maintenance concerns of the complex Business Name: Robert Burns Investment Related: No Address: 3 Little River Way Kennebunk ME 04043 Nature of Business: Real Estate Position, Title or Relationship: co owner Start Date: 11/1/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: collect and pay taxes Business Name: Crescent Surf Family LLC Investment Related: Yes Address: 24 Crescent Surf Kennebunk ME 04043 Nature of Business: Real Estate Position, Title or Relationship: Manager Start Date: 6/29/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Assist with managing home Business Name: FINANCIAL ARCHITECTS PARTNERS POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 90 START DATE: 09/01/2022 ADDRESS: 265 Franklin St, 1102, Boston MA 02110 DESCRIPTION: sell and service insurance programs for individuals and business Business Name: NFP POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2022 ADDRESS: 265 Franklin St, Su 1900, Boston MA 02110 DESCRIPTION: Assisting clients with settling life polices Business Name: LOT 66-42 LLC POSITION: Manager/Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2023 ADDRESS: 3 Little River Way, Kennebunk ME 04043-7438 DESCRIPTION: manage and pay real estate taxes

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-28
• S63 Uniform Securities Agent State Law Examination
  1983-09-23

Designations