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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-04-21
  • PA RA
    APPROVED
    Since 2016-04-21

Branch Locations

525 William Penn Place Suite 3401, Pittsburgh, PA 15219 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Allison Park, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Signature Select Wealth Pittsburgh PA 02/2021 Present
Kestra Advisory Services, Llc Pittsburgh PA 04/2016 Present
Kestra Investment Services, Llc Pittsburgh PA 06/2010 Present
  • 02/2021 → Present
    Signature Select Wealth
    Pittsburgh, PA
  • 04/2016 → Present
    Pittsburgh, PA
  • 06/2010 → Present
    Kestra Investment Services, Llc
    Pittsburgh, PA
Previous Registrations
  • 2021-03-23 → 2025-09-30
    Signature Select Wealth
    Pittsburgh, PA
  • 1997-10-01 → 2012-10-18
    Altair Management Partners, Inc.
    Pittsburgh, PA
    Pittsburgh, PA
Other Businesses

Name: Marbury Wealth Management LLC Inv Rel: Yes Address: 420 Ft Duqesnse Boulevard, Suite 7 East Pittsburgh PA 15222 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance POSI: Principal, CFP, employee Start Date: 6/1/2010 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: meet with clients, deliver investment reports generated through partnerview or morningstar, education funding projections through the NFP site, discuss retirement plans when they near retirement age Name: Kestra Advisory Services, LLC Inv Rel: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC POSI: 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 Name: PEREGRINE MANAGEMENT CO POSITION: Sole shareholder, managing member NATURE: Pass through entity INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 12/01/2018 ADDRESS: 4141 Timberlane Dr, Allison Park PA 15101 DESCRIPTION: None Name: SIGNATURE FINANCIAL PLANNING POSITION: Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/29/2021 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburgh PA 15219 DESCRIPTION: Client Advisory services and sales Name: MARBURY WEALTH MANAGEMENT LLC POSITION: Bookkeeper NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2010 ADDRESS: 701 West Waldheim, Pittsburgh PA 15215 DESCRIPTION: deposit checks, write check for expenses

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-01-31
  • S63 Uniform Securities Agent State Law Examination
    1989-01-31
Designations

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