Paul Richard Garwood

Current Employers

Employment History

• 06/2022 → 09/2023
  Nfp
  South Burlington, VT
• 02/2020 → 05/2022
  Liberty Mutual Insurance
  Williston/Colchester, VT
• 07/2017 → 02/2020
  Greater Burlington Ymca
  Burlington, VT
• 01/2012 → 06/2017
  Westfield Area Ymca
  Westfield, NJ
• 09/2023 → Present
  Kestra Investment Services, Llc
  South Burlington, VT
• 05/2024 → Present
  Kestra Advisory Services, Llc
  South Burlington, VT

Other Businesses

Business Name: KESTRA ADVISORY SERVICES, LLC ('KAS') POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 05/13/2024 ADDRESS: 5707 South West Parkway, Building 2 Suite 400, Austin TX 78735, United States DESCRIPTION: Retirement plan education for enrolled participants. May include 1:1 AUM clients eventually. Business Name: THE CHILDREN'S SCHOOL POSITION: Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/05/2023 ADDRESS: 173 Patchen Road, South Burlington VT 05403, United States DESCRIPTION: I work with the rest of the board and director to develop and report on our budget and manage expenses throughout the school year.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-08