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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2016-04-21 |
Branch Locations
620 Hinesburg Rd Suite 200, South Burlington, VT 05403 • United States
Richmond, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fleischer Jacobs Group | South Burlington | VT | 03/2011 | Present |
| Kestra Advisory Services, Llc | South Burlington | VT | 04/2016 | Present |
| Kestra Investment Services, Llc | South Burlington | VT | 04/2011 | Present |
Business Name: NFP Corporate Services (NY), LLC Investment Related: Yes Address: 620 Hinesburg Road South Burlington VT 05403 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: Financial Advisor Start Date: 4/4/2011 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Financial Planning 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 Business Name: CATMARK ENTERPRISES LLC Investment Related: No Address: 790 Stonefence Rd Richmond VT 05477 Nature of Business: Other Other/None of the Above plane ownership Position, Title or Relationship: owner Start Date: 2/12/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: owner #9 CAT'S COVE POSITION: Property Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: #9 Cat's Cove, Pigeon Cay VI 00000, United States DESCRIPTION: Wife runs Airbnb site, local property manager runs guests.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-18 |
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