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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 | 2016-04-29 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
15660 N Dallas Parkway Ste 700, Dallas, TX 75248 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Higginbotham & Associates, Inc. | Fort Worth | TX | 10/1998 | Present |
| Higginbotham Executive Benefits, Llc (156241) | Dallas | TX | 01/2011 | Present |
| Kestra Advisory Services, Llc | Dallas | TX | 04/2016 | Present |
| Kestra Investment Services, Llc | Dallas | TX | 08/2014 | Present |
Bus Name: Higginbotham Executive Benefits Investment Related: Yes Address: 12720 Hillcrest Rd. Suite 450 Dallas TX 75230 Nature of Business: Insurance Position, Title or Relationship: Employee Start Date: 10/1/1998 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Meet new clients Produce proposals Assist with paperwork Assist with design/policy characteristics Place business with underwriter Service existing clients Bus 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 Bus Name: INCOME.FIT POSITION: owner NATURE: Pass through for administration INVESTMENT RELATED: No # OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 05/01/2025 ADDRESS: 4321 Myerwood, Dallas TX 75244, United States DESCRIPTION: retirement income planning for individual participants in retirement plans we serve as the advisor on. Wanting to differentiate between general questions surrounding advisory on the plan vs specific planning at the individual level.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-08-28 |
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