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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-01-31 |
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