Harvey Stuart Berk

Business Name: Berk Wealth Management Investment Related: Yes Address: 6831 Fairway Lakes Drive Boynton Beach FL 33472 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: I am the sole for Security AND insurance BUSINESS Start Date: 8/1/2020 Hours per month: 61% - 70% (97 - 112 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: THE NAME IS REGISTERED TO ME AND i GIVE OTHERS THE RIGHT TO USE IT Business Name: GRANDPARENT LEGACY PROGRAM Investment Related: Yes Address: 6831 FAIRWAY LAKES DRIVE BOYNTON BEACH FL 33472 Nature of Business: Insurance Position, Title or Relationship: owner AND AGENT Start Date: 8/14/2020 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: I PRESENT THE PROGRAM GTO CLIENT AND CONSULT WITH OTHER REPRESENTATIVES IN THEIR PRESETNATIO. I HALP LOCATE ATTORIES WHO WILL FORM THE TURSTS Business Name: Kestra Advisory Services,LLC Investment Related: Yes Address: 5707 Southwest Parkway, Builkding 2,Suite 2 aUSTIN TX 78735 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: INVESTMET ADVISOR REP Start Date: 8/15/2020 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: REPRESET CLIENT IN THE INVESTMENT PLANNING AND EXECUTION PROVIDE SERVICES ASSOCIATED WITH THEIR LIFE'S FINANCIAL PLOANS ASSIT IN SETTLING ESTATES Business Name: MAJESTIC CAPITAL GROUP POSITION: Registered Rep NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 09/09/2022 ADDRESS: 244 N. Main Street, New City NY 10956 DESCRIPTION: Financial advisory; estate planning