Robert E. Montavon

Current Employers

Employment History

• 11/2009 → 08/2026
  Mid Atlantic Capital Corporation
  Beavercreek, OH
• 11/2009 → 08/2026
  Mid Atlantic Financial Management, Inc.
  Beavercreek, OH
• 11/2021 → 08/2026
  Newedge Advisors, Llc.
  New Orleans, LA
• 08/2026 → Present
  Kestra Investment Services, Llc
  Centerville, OH
• 08/2026 → Present
  Kestra Advisory Services, Llc
  Centerville, OH

Previous Registrations

• 2021-11-01 → 2026-08-04
  Newedge Advisors
  New Orleans, LA
  Centerville, OH
• 2009-11-25 → 2021-11-01
  Mid Atlantic Financial Management, Inc.
  Beavercreek, OH
  Centerville, OH
  Pittsburgh, PA
• 2002-10-29 → 2009-12-10
  Ubs Financial Services Inc.
  Centerville, OH
  Centerville, OH

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: 08/03/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: RESOLUTE WEALTH MANAGEMENT, LLC POSITION: Owner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/19/2009 ADDRESS: 860 E Franklin St, Suite A, Centerville OH 45459, United States DESCRIPTION: in addition to investment related activities I manage the business. Human Resources, Payroll, Property, etc...

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-24
• S63 Uniform Securities Agent State Law Examination
  1999-07-07

Other Names

• Robert Montavon
• Robert Edmund Montavon
• Bob Montavon