Drew Michael Culver

Business Name: KESTRA ADVISORY SERVICES POSI: Investment Advisor Representative NOB: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/16/2024 ADDRESS: 5707 Southwest Parkway, Bldg. 2 Ste. 400, Austin TX 78735 DESC: Responsible for managing existing client relationships and formulating and implementing advice. Serves the firm as abusiness developer and is responsible for attracting new client relationships to the firm. Oversees and trains otheradvisors and staff to facilitate the delivery of excellent client service. In addition, oversees and directs the firm's clientservice and operations functions. Business Name: CURO PRIVATE WEALTH POSI: Financial Advisor NOB: Insurance INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 119 START DATE: 12/11/2023 ADDRESS: 11710 Plaza America Drive, Suite 2000, RESTON VA 20190 DESC: Manage client needs regarding service, trading, problem resolution and processing issues. Manage inbound calls andemails generated by a book of clients and takes responsibility for proactive outreach to clients. Prepare reports andinformation for client meetings. Participate in client meetings with Lead Advisor and take extensive notes. Client casedesign and financial plan development. Analyzing asset allocation and generating rebalancing trades. Oversee clientservice operations team and serve as quality control point to ensure that all calls, paperwork, policy and procedures forcustomer requests have been adhered to in accordance with compliance requirements. Able to identify opportunities,issues and viable alternatives when traditional solutions do not apply. Ability to manage and prioritize multiple andcompeting priorities on a daily basis in pursuit of business objectives. Interfaces with the broker-dealer or custodian toopen new accounts, update account information.