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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 | 2025-07-02 |
| SC | RA | APPROVED | 2016-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benefit Consultant And Administrators, Inc. | Columbia | SC | 01/2010 | Present |
| Kestra Advisory Services, Llc | Columbia | SC | 04/2016 | Present |
| Kestra Investment Services, Llc | Columbia | SC | 01/2003 | Present |
Business Name: Beacon Properties Investment Related: No Address: 1724 St. Julian Place Columbia SC 29204 Nature of Business: Real Estate Position, Title or Relationship: Partner Start Date: 4/1/1990 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Member of partnership. Business Name: Benefit Consultants and Administrators, Inc. Beacon Group (DBA) Investment Related: Yes Address: 1724 St. Julian Place Columbia SC 29204 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC; Other Back Office Operations; Other/None of the Above Recordkeeping services for qualified retirement plans Position, Title or Relationship: Owner Start Date: 4/1/1990 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Owner, CFP, RIA, Registered Rep, Insurance Agent Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: 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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-09-18 |
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