Robert C Meissner

Current Employers

Employment History

• 03/2016 → 05/2021
  Geneos Wealth Management, Inc
  Clarence Center, NY
• 05/2007 → 05/2021
  Cornerstone Capital Wealth Management, Inc
  Clarence Center, NY
• 05/2021 → Present
  Kestra Investment Services, Llc
  Clarence Center, NY
• 05/2021 → Present
  Kestra Advisory Services, Llc
  Clarence Center, NY

Previous Registrations

• 2016-03-11 → 2021-05-19
  Geneos Wealth Management, Inc.
  Clarence Center, NY

Other Businesses

Business Name: Cornerstone Capital Wealth Management, Inc Investment Related: Yes Address: 5895 Goodrich Road Clarence Center NY 14032 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC POS: Managing Partner Start Date: 5/15/2021 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Managing staff / Meeting with ClientsFinancial Planning / Insurance / investment advisory business Business Name: Kestra Advisory Services Investment Related: Yes Address: 5895 Goodrich Road Clarence Center NY 14032 NOB: Investment Advisory services through Kestra Advisory Services, LLC POS: Investment Advisory Representative Start Date: 5/15/2021 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Asset Allocation rebalancing Reallocating Business Name: Globaltron Holdings, LLC Investment Related: Yes Address: 5895 Goodrich Road Clarence Center NY 14032 NOB: Real Estate POS: Partner Start Date: 5/15/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Property Management

Exams

• S66 Uniform Combined State Law Examination
  2000-04-25
• S63 Uniform Securities Agent State Law Examination
  1999-05-01