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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-02-07 |
Branch Locations
20975 Swenson Drive #225, Waukesha, WI 53186 • 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 |
|---|---|---|---|---|
| American Funds Distributors, Inc. | Los Angeles | CA | 04/2004 | 02/2024 |
| Kestra Investment Services, Llc | Wales | WI | 02/2024 | Present |
| Kestra Advisory Services, Llc | Wales | WI | 02/2024 | Present |
Business Name: KESTRA ADVISORY SERVICES,LLC POSITION: Investment Advisor Rep NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 120 START DATE: 02/19/2024 ADDRESS: 5707 Southwest Parkway, Bldg 2, Ste 400, Austin TX 78735, United States DESCRIPTION: Sales of Retirement Plans Business Name: INTEGRITY WEALTH MANAGEMENT ,INC POSITION: Registered Rep NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 120 START DATE: 02/19/2024 ADDRESS: 20975 Swenson Dr. #225, Waukesha WI 53186, United States DESCRIPTION: Solicitation of new Retirement Plan business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-02 |
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