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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-04-21 |
Branch Locations
30 S. Pine Street Unit 2B, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Co | Newtown | PA | 05/2001 | Present |
| The Drake Company L.L.C. | Newtown | PA | 11/2001 | Present |
| Drake, Lehner & Morgan L.L.C. | Newtown | PA | 05/2004 | Present |
| Kestra Advisory Services, Llc | Newtown | PA | 04/2016 | Present |
| Kestra Investment Services, Llc | Newtown | PA | 06/2004 | Present |
Business Name: Drake, Lehner & Morgan, LLC Investment Related: Yes Address: 41 University Drive Suite 400 Newtown PA 18940 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: Partner Start Date: 6/25/2004 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Selling and decisions. 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: Lacher Insurance Investment Related: Yes Address: 41 University Drive, Suite 400 Newtown PA 18940 Nature of Business: Insurance Position, Title or Relationship: Producer Start Date: 3/1/2019 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Selling fixed products. Business Name: DAVID MARK DRAKE POSITION: Elder NATURE: Elder INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2022 ADDRESS: 151 West County Line Road, Hatboro PA 19040, United States DESCRIPTION: Serving on the Session with other elders.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-07 |
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