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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-02 |
| VT | RA | APPROVED | 2016-04-18 |
Branch Locations
105 Mad River Green Ste 2, Waitsfield, VT 05673 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jamieson Eilers Inc | Waitsfield | VT | 08/1987 | Present |
| Nathan & Lewis Securities,Inc. | New York | NY | 12/1999 | Present |
| Kestra Advisory Services, Llc | Waitsfield | VT | 04/2016 | Present |
| Kestra Investment Services, Llc | Waitsfield | VT | 04/2003 | Present |
Business Name: Craig Eilers & Amy Eilers Investment Related: Yes Address: P O Box 576 Moretown VT 05660 Nature of Business: Real Estate Position, Title or Relationship: Joint ownership with my wife Start Date: 4/15/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: management and maintenance of residential property Business Name: Eilers Financial Services Investment Related: Yes Address: 105 Mad River Green Suite 2 waitsfield VT 05673 Nature of Business: Consulting; Insurance; Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: Other,Manager of Insurance Agency Start Date: 8/1/2003 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Sales and Management Business Name: Friends of the Moretown Memorial Library Investment Related: No Address: 897 Route 100B Moretown VT 05660 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Other,Non Profit Town Library Start Date: 2/2/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: attend meetings 2x year 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: Town of Moretown Investment Related: No Address: 19 Kaiser Drive Waterbury VT 05676 Nature of Business: Other Other/None of the Above Town Position, Title or Relationship: Other,Town organized in Vermont Start Date: 7/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Delinquent Tax Collector
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-25 |
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