Philip Carl Henry

Current Employers

Employment History

• 12/2003 → Present
  Henry Wealth Management, Llc
  Carnegie, PA
• 04/2016 → Present
  Kestra Investment Services,Llc
  Bridgeville, PA
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Bridgeville, PA

Previous Registrations

• 1993-09-17 → 2003-12-02
  Veravest Investment Advisors, Inc.
  Pittsburgh, PA

Other Businesses

Name: Executor for parents will Investment Related: No Address: 943 Park Plaza Wexford PA 15090 Nature of Business: Legal/Fiduciary Position, Title or Relationship: Executor Start Date: 5/11/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Upon their death, executor of parents will. Name: Henry Wealth Management LLC Investment Related: Yes Address: 1370 Washington Pike Suite 403 Bridgeville PA 15017 Nature of Business: Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: Registered rep. Start Date: 1/2/2007 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Financial planning advice, retirement planning. 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 Name: Phil Henry Ministries Inc. Investment Related: No Address: 8020 Woodcreek Dr. Bridgeville PA 15017 Nature of Business: Other Other/None of the Above Phil Henry Ministries INC is organized for charitable, religious, educational and/or scientific purposes. Position, Title or Relationship: Phil Henry is the creator of this organization and determines it's content and activities. Start Date: 2/19/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Phil Henry is the creator of this organization and determines it's content and activities. Name: Philip Henry Investment Related: Yes Address: 1370 Washington Pike Suite 403 Bridgeville PA 15017 Nature of Business: Insurance Position, Title or Relationship: rep of record Start Date: 5/11/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: sale of product Name: HENRY 7 LLC POSITION: president, officer NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 04/10/2022 ADDRESS: 8020 Woodcreek Drive, Bridgeville PA 15017, United States DESCRIPTION: Decision maker and funder of the purchase. Name: PHILIP HENRY, TREASURER, TETELESTAI CHURCH POSITION: Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 899 East Hill Drive, New Kensington PA 15068, United States DESCRIPTION: Review financial statements, advise on capital purchases and projects associated w the church.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-12
• S63 Uniform Securities Agent State Law Examination
  1985-01-07

Designations