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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2016-04-26
  • NJ RA
    APPROVED
    Since 2016-04-26

Branch Locations

22 Bayberry Lane, Middletown, NJ 07748 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Benefits For Your Firm Middletown NJ 11/2003 Present
Kestra Investment Services, Llc. Middletown NJ 04/2016 Present
Kestra Advisory Services, Llc. Middletown NJ 04/2016 Present
  • 11/2003 → Present
    Benefits For Your Firm
    Middletown, NJ
  • 04/2016 → Present
    Kestra Investment Services, Llc.
    Middletown, NJ
  • 04/2016 → Present
    Middletown, NJ
Previous Registrations
  • 2002-05-23 → 2003-12-04
    Veravest Investment Advisors, Inc.
    Middletown, NJ
Other Businesses

Business Name: Michael A. Vitkansas CLU, ChFC Employee Benefit Services, LLC Retirement Income Strategies, LLC Investment Related: Yes Address: 22 Bayberry Lane Middletown NJ 07748 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: President Start Date: 9/17/1984 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Running quotes for employers' option, assisting with needed applications, employee enrollment and issue resolution. 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:EMPLOYEE BENEFIT SERVICES, LTD POSITION: President NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/01/2005 ADDRESS: 22 Bayberry Ln, Middletown NJ 07748, United States DESCRIPTION: I manage client relationship management, sales and marketing.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-06-06
S63 Uniform Securities Agent State Law Examination 1985-09-05
  • S65 Uniform Investment Adviser Law Examination
    1998-06-06
  • S63 Uniform Securities Agent State Law Examination
    1985-09-05
Designations

View on SEC IAPD

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