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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-08-04 |
Branch Locations
104 S. Adelaide Suite F, Fenton, MI 48430 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Troy | MI | 05/2004 | 08/2025 |
| Kestra Investment Services Llc | Fenton | MI | 08/2025 | Present |
| Kestra Advisory Services Llc | Fenton | MI | 08/2025 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/27/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: GOD'S LOVE FOUNDATION POSITION: Chairman of the Board NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 12/26/2018 ADDRESS: 8234 Woodcreek Ct., Swartz Creek MI 48473, United States DESCRIPTION: Attend and facilitate 8 board meeting per year. I keep the organization on tract in ordinance with our mission. I do not have a vote on the board and do not handle the finances. I offer physical assistance when needed. Board meeting minutes are kept by the secretary, financials are kept by the treasurer. Name: GREEN IVY FINANCIAL POSITION: Financial Consultant NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/04/2025 ADDRESS: 104 S. Adelaide, Suite F, Fenton MI 48430, United States DESCRIPTION: This activity is a DPA for all associated duties and responsibilities associated with being an advisor for Kestra Investment Services Name: INNOVATIVE RETIREMENT SOLUTIONS POSITION: Owner NATURE: Pass Through INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2025 ADDRESS: 8234 Woodcreek Ct., Swartz Creek MI 48473, United States DESCRIPTION: Oversee financials
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-10 |
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