Robert Stephen Loeb

Current Employers

Employment History

• 11/2003 → Present
  Westchester Benefit Group
  Valhalla, NY
• 04/2016 → Present
  Kestra Investment Services, Llc.
  Valhalla, NY
• 04/2016 → Present
  Kestra Advisory Services. Llc.
  Valhalla, NY

Other Businesses

Business Name: N. Salem Lions Investment Related: No Address: titicus road n salem NY 10560 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Member President Start Date: 3/5/2001 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: President, conduct member meetings Business Name: TRUSTEE OF THOMAS J. KAPLAN ESTATE Investment Related: No Address: 89 Mills road N Salem NY 10560 Nature of Business: Other Other/None of the Above Trustee and over see her income Position, Title or Relationship: Other,trustee Start Date: 11/30/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Trustee Business Name: WESTCHESTER BENEFIT GROUP Investment Related: Yes Address: 500 Summit Lake dr Vahalla NY 10595 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner Start Date: 6/1/1993 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Client Contact as well as over seeing advisors business Business Name: Robert S. Loeb Investment Related: Yes Address: 3817 NW Mediterranean Lane Jensen Beach FL 34957 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 6/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Landlord Owner Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Westchester Benefit Group Inc DBA Waterway Wealth Advisors Investment Related: Yes Address: 500 Summit Lake Dr Valhalla NY 10595 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: I would still be President of Westchester Benefit Group Inc. DBA Waterway Wealth Advisors Start Date: 10/15/2020 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Same activities I have been conducting for years

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-01-26

Designations