Robert Thomas Armstrong

Current Employers

Employment History

• 08/2010 → 08/2017
  Wfg Investments Inc
  Dallas, TX
• 08/2017 → Present
  Kestra Investment Services, Llc
  Troy, MI
• 08/2017 → Present
  Kestra Advisory Services, Llc
  Troy, MI

Previous Registrations

• 2010-08-13 → 2017-08-25
  Wfg Advisors, Lp
  Troy, MI
• 2010-04-05 → 2010-08-19
  Ameriprise Financial Services, Llc
  Troy, MI

Other Businesses

Business Name: Bonnell Foundation Road Map to CF Investment Related: No Address: PO Box 1215 Royal Oak MI 48068 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member Start Date: 8/1/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend State of Michigan CF Task Force meetings, assist with fund raising events, vote on those seeking financial assistance and scholarships, all volunteer work Business Name: Kestra Advisory Services Investment Related: Yes Address: 5707 Southwest Parkway Bldg 2 Ste 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 8/21/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: adhere to Kestra FINRA and SEC rules and regulations Business Name: KB Elliott Financial Advisors Investment Related: Yes Address: 200 E Big Beaver Troy MI 48083 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: Financial advisor Start Date: 8/1/2017 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Advise and service clients. Prospect for new client relationships Adhere to Broker Dealer and Reg. Bodies compliance regulations Business Name: BONNELL FOUNDATION POSITION: Mentor NATURE: Foundation to help individuals and families affected by Cystic Fibrosis INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/19/2024 ADDRESS: PO Box 1215, Royal Oak MI 48068 DESCRIPTION: assisting, informing parents on what they can expect, with a child that has Cystic Fibrosis, How I handled the situations with my son. I will not be giving medical advice. I will inform them of the different agencies that can offer financial support, pharmaceutical support. Basically sharing the experiences I've in raising a child with Cystic Fibrosis. This is strictly volunteer work, no compensation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-24
• S63 Uniform Securities Agent State Law Examination
  1984-10-29

Other Names

• Robert T Armstrong
• Tom Armstrong