Elizabeth Jeanne Moeller

Current Employers

Employment History

• 05/1998 → Present
  Royal Alliance Associates, Inc.
  Wichita, KS
• 10/2016 → Present
  Kestra Investment Services, Llc
  Wichita, KS
• 10/2016 → Present
  Kestra Advisory Services, Llc
  Wichita, KS

Previous Registrations

• 2010-11-17 → 2016-12-31
  Carey, Thomas, Hoover & Breault Advisors
  Wichita, KS
• 2007-11-09 → 2010-12-31
  Carey, Thomas, Hoover, & Breault, Inc.
  Wichita, KS
• 2006-11-16 → 2007-05-22
  Vestech Securities, Inc.
  St. Louis, MO

Other Businesses

Business Name: Carey, Thomas, Hoover, and Breault Advisors Investment Related: Yes Address: 8080 E. Central, Ste. 200 Wichita KS 67206 Nature of Business: Investment Advisory services through an independent outside RIA Position, Title or Relationship: Advisor Start Date: 5/1/2007 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: Investment Advisor 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: 10/14/2016 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment Advisor Representative Business Name: MOELLER FINANCIAL SERVICES LLC POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 01/25/2017 ADDRESS: 340 N. Stratford Lane, Wichita KS 67206, United States DESCRIPTION: helping clients with insurance needs Business Name: Fortis Advisors Investment Related: Yes Address: 8080 E. Central Ave., Ste. 200 Wichita KS 67206 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: OWNER Start Date: 9/1/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: HELPING CLIENTS WITH SECURITIES, ADVISORY SERVICES AND LTC AND LIFE INS. FOR CLIENTS Business Name: SABRE WEALTH POSITION: ADVISOR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 04/24/2023 ADDRESS: 1223 N. ROCK RD., STE. G300, WICHITA KS 67206, United States DESCRIPTION: ADVISE AND SELL TO CLIENTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-14
• S63 Uniform Securities Agent State Law Examination
  1993-03-25

Other Names

• Liz Moeller