Jayne Waida Di Vincenzo

Current Employers

Employment History

• 02/2009 → 06/2020
  Lpl Financial, Llc
  Newport News, VA
• 03/2020 → 07/2020
  Colonial River Wealth Management Llc
  Midlothian, VA
• 07/2020 → 07/2021
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2020 → 07/2021
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 07/2021 → Present
  Kestra Investment Services, Llc.
  Midlothian, VA
• 07/2021 → Present
  Kestra Advisory Services, Llc
  Midlothian, VA

Previous Registrations

• 2020-07-29 → 2021-08-09
  Cambridge Investment Research Advisors, Inc.
  Newport News, VA
  Savannah, GA
  Savannah, GA
  Savannah, GA
  Newport News, VA
• 2020-06-12 → 2020-07-15
  Colonial River Wealth Management Llc
  Newport News, VA
  Midlothian, VA
• 2009-02-20 → 2020-06-12
  Lpl Financial Llc
  Gloucester Point, VA
  Gloucester, VA
  New Kent, VA
  Newport News, VA
  San Diego, CA
  Newport News, VA
  Gloucester Point, VA
  Hampton, VA
  Virginia Beach, VA
  Newport News, VA
  Hampton, VA
  Norfolk, VA
  Virginia Beach, VA
  Norfolk, VA
  Williamsburg, VA
• 2004-01-12 → 2009-02-20
  Micg Investment Management, Llc
  Newport News, VA
  Newport News, VA
  Newport News, VA
• 1999-03-25 → 2003-12-18
  Ubs Financial Services Inc.
  Norfolk (Kp), VA

Other Businesses

Name: Exclusive Insurance Agency, as agent with them Investment Related: Yes Address: 31280 Oak Crest Drive Suite 6 West Lake Village CA 91361 Nature of Business: Insurance Position, Title or Relationship: Representative/Insurance Agent Start Date: 7/29/2020 Hours per month: 0% - 10% (0-16 hrs) Hours per month during trading hours: 0% - 10% (0-14 hrs) Duties: Present illustrations/hypotheticals for life and LTC insurance and complete insurance applications Name: FIDUCIARY EDGE ADVISORS, LLC. POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 7/27/2021 ADDRESS: 33 Bull Street Ste. 505, Savannah GA 31401, U.S. DESCRIPTION: Research investments, build asset allocations, trade securities for client accounts. Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 7/27/2021 ADDRESS: 5707 Southwest Parkway Building 2 Ste. 400, Austin TX 78735, U. S. DESCRIPTION: Screening and selecting money managers for advisory portfolios, rebalancing portfolios that I run and monitoring portfolios for clients. Name: STEP UP SAVANNAH POSITION: Board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 02/20/2022 ADDRESS: 428 Bull Street #208, Savannah GA 31401, U.S. DESCRIPTION: Board meetings, support organization mission. Name: ASH BROKERAGE POSITION: Insurance rep NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 06/01/2021 ADDRESS: 888 S Harrison Street Suite 900, Fort Wayne IN 46802 DESCRIPTION: Present proposals. Name: REVOLUTIONARY LION LLC POSITION: I formed the LLC and am sole partner/owner. NATURE: Sold business, kept open entity until we collect debt from former tenant. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2018 ADDRESS: 121 E 36th Street, Savannah GA 31401 DESCRIPTION: Collect rent and accounting of expenses incurred for collecting past due rent of formerly owned property. Name: BRIDGE WEALTH ADVISORS, INC. POSITION: Owner, President NATURE: Entity for former investment firm. INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 02/20/2009 ADDRESS: 121 E 36th Street, Savannah GA 31401 DESCRIPTION: Maintaining Bridge Wealth Advisors, Inc. Name: INTERNATIONAL FRIENDS OF ANIMALS IN DEVELOPING COUNTRIES POSITION: Secretary NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 04/15/2024 ADDRESS: 121 E 36th Street, Savannah GA 31401, U.S.DESCRIPTION: Assist with marketing efforts. Name: FIDUCIARY EDGE ADVISORS, LLC POSITION: CEO and President NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 80 START DATE: 07/29/2020 ADDRESS: 33 Bull Street Ste. 505, Savannah GA 31401, U.S. DESCRIPTION: Client care-- planning, financial planning, portfolio management Name: CURO PRIVATE WEALTH POSITION: Director, Financial Advisors NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2025 ADDRESS: 402 Rivers Bend Circle, Chester VA 23836, U.S. DESCRIPTION: Client care - investments Name: SILENT SEA PUBLISHING POSITION: Publicist NATURE: Book publishing INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 04/17/2026 ADDRESS: 402 Rivers Bend Circle, Chester VA 23836, United States DESCRIPTION: Assist in promoting book, booking interviews, marketing and social media planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-03
• S63 Uniform Securities Agent State Law Examination
  1999-01-29

Designations

Other Names

• Jayne Regina Waida
• Jayne Waida Divincenzo