Thomas Robert Montavon

Current Employers

Employment History

• 05/2024 → 08/2024
  Fifth Third Financial
  Cincinnati, OH
• 01/2024 → 05/2024
  Fifth Third Wealth Management
  Cincinnati, OH
• 05/2023 → 08/2023
  Resolute Wealth Management
  Centerville, OH
• 08/2021 → 12/2023
  Cooper's Hawk Winery And Restaurant
  Kettering, OH
• 04/2021 → 08/2021
  Starbucks
  Oakwood, OH
• 07/2019 → 03/2021
  Tropical Smoothie Cafe
  Centerville, OH
• 02/2014 → 06/2019
  Kettering Middle School/Kettering Fairmont Highschool
  Kettering, OH
• 02/2025 → 08/2026
  Newedge Securites Llc
  Pittsburgh, PA
• 08/2024 → 02/2025
  University Of Cincinnati In Ohio
  Cincinnati, OH
• 04/2025 → 08/2026
  Newedge Advisors
  New Orleans, LA
• 08/2026 → Present
  Kestra Investment Services, Llc
  Centerville , OH
• 08/2026 → Present
  Kestra Advisory Services, Llc
  Centerville , OH

Previous Registrations

• 2025-04-25 → 2026-08-04
  Newedge Advisors
  Centerville, OH
  New Orleans, LA

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/04/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: RESOLUTE WEALTH MANAGEMENT POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/19/2025 ADDRESS: 860 E. Franklin St, Suite A, Centerville OH 45459, United States DESCRIPTION: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2025-04-14