Kestra Institutional Services, LLC

Active Chicago, IL

Kestra Institutional Services, LLC Overview

Kestra Institutional Services, LLC filed as a Domestic Limited Liability Company (LLC) in the State of Texas on Wednesday, September 3, 2014 and is approximately twelve years old, according to public records filed with Texas Secretary of State.

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Name
James C. Poer 17 ~ Background Report ~	President CEO
Joel V. Bennett 7 ~ Background Report ~	CFO
Kelly Yin 13 ~ Background Report ~	Treasurer Vice President Controller
R. Bredt Norwood 5 ~ Background Report ~	Secretary Executive Vice Presi General Counsel
James Collins 2 ~ Background Report ~	Vice President
Kelly Edwards 2 ~ Background Report ~	Vice President
Kristen Chester 3 ~ Background Report ~	COO Executive Vice Presi
Michael Pedlow 2 ~ Background Report ~	Cco Senior Vice Presiden
John Vanderheyden 13 ~ Background Report ~	Executive Vice Presi
Daniel Schwamb 3 ~ Background Report ~	Senior Vice Presiden
Lori Lieser 160 ~ Background Report ~	Vice President

Showing 8 records out of 11

Kestra Institutional Services, LLC has another company listed as an officer. It is not uncommon for one company to hold a position in another company.

Name	Status	Incorporated	Key People	Role
Nfp Corp.	Inactive	1999	1	Member

Texas Secretary of State

Filing Type:	Domestic Limited Liability Company (LLC)
Status:	Active In existence
State:	Texas
State ID:	802057044
Date Filed:	Wednesday, September 3, 2014

Corporate Notes

Source	Date	Type	Note
	9/3/2014	Certificate of Conversion
	12/31/2014	Public Information Report (PIR)
	12/31/2015	Public Information Report (PIR)
	12/31/2015	Public Information Report (PIR)
	3/1/2016	Certificate of Amendment
	12/31/2016	Public Information Report (PIR)
	12/31/2017	Public Information Report (PIR)
	12/31/2018	Public Information Report (PIR)
	12/31/2019	Public Information Report (PIR)
	12/31/2019	Public Information Report (PIR)
	12/31/2021	Public Information Report (PIR)

Source

Texas Secretary of State
Data last refreshed on Saturday, March 2, 2024

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Kestra Institutional Services, LLC

Active Chicago, IL