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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-08 |
| TX | RA | APPROVED | 2025-09-08 |
Branch Locations
400 W Ventura Blvd Suite 215, Camarillo, CA 93010 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 10/2014 | 09/2025 |
| Kestra Investment Services, Llc | Camarillo | CA | 09/2025 | Present |
| Kestra Advisory Services, Llc | Camarillo | CA | 09/2025 | 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: 09/10/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: NELSON AND NELSON WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2001 ADDRESS: 400 W. Ventura Blvd, Suite 215, Camarillo CA 93010, United States DESCRIPTION: Consulting with clients and prospects related to financial planning and wealth management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-17 |
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