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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-11-07 |
| CA | RA | APPROVED | 2018-11-06 |
Branch Locations
4450 Lakeside Drive Ste 350, Burbank, CA 91505 • 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 |
|---|---|---|---|---|
| Kestra Private Wealth Services, Llc | San Diego | CA | 09/2012 | 03/2019 |
| Kestra Investment Services, Llc | Burbank | CA | 02/2014 | Present |
| Kestra Advisory Services, Llc | Burbank | GA | 11/2018 | Present |
Business Name: Domari Wealth Management Investment Related: Yes Address: 4450 Lakeside Drive, Suite 350 Burbank CA 91505 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Other,Consultant CEO/ Pres Start Date: 2/28/2014 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: manage and advise investments Business Name: Domari Wealth, LLC Investment Related: Yes Address: 5700 Canoga Ave Ste 150 Woodland Hills CA 91367 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Other,Officer...CEO/ Pres Start Date: 2/28/2014 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: provide financial advice Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/13/2022 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: manage accounts for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-11 |
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