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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-14 |
| TX | RA | APPROVED_RES | 2024-08-13 |
| NJ | RA | APPROVED | 2024-08-12 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
400 Morris Ave Unit 279, Denville, NJ 07834 • United States
Palm City, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Palm City | FL | 11/2008 | 08/2024 |
| Kestra Investment Services, Llc | Palm City | FL | 08/2024 | Present |
| Kestra Advisory Services, Llc | Palm City | FL | 08/2024 | Present |
Business Name: M.A.T. FINANCIAL SERVICES POSITION: Registered Rep NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/08/2024 ADDRESS: 706 sw palm cove drive, palm city FL 34990 DESCRIPTION: Registered Rep Business Name: KESTRA ADVISORY SERVICES POSITION: Investment Advisory Services NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/08/2024 ADDRESS: 5707 southwest Parkway, Building 2 Suite 400, Austin TX 78735 DESCRIPTION: Investment Advisory Services Business Name: MICHAEL TROMBETTA DBA LIBERTY TAX SERVICE POSITION: owner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 706 sw palm cove drive, palm city FL 34990 DESCRIPTION: managing the tax practice and preparing tax returns
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-04-29 |
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