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Current Employers
Kestra Private Wealth Services, Llc

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2012-04-27
  • CA RA
    APPROVED
    Since 2012-04-27

Branch Locations

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

23622 Calabasas Road, Suite 300, CA 91302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kestra Private Wealth Services, Llc Calabasas CA 04/2012 Present
Kestra Investment Services Llc Calabasas CA 02/2014 Present
Previous Registrations
Other Businesses

Business Name: PACIFIC POINT ASSET MANAGEMENT Investment Related: Yes Address: 23622 Calabasas Road, Suite 300 Calabasas CA 91302 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,OFFICER/CONSULTANT/PARTNER Start Date: 4/27/2012 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: manage moneyBusiness Name: POINT BREAK WEST INVESTMENTS, LLC Investment Related: No Address: 5700 CANOGA AVENUE SUITE 150 WOODLAND HILLS CA 91367 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Other,OFFICER Start Date: 4/27/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: day to day management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-13
  • S66 Uniform Combined State Law Examination
    2000-09-13
Other Names
  • Jeff S. Mramor
  • Jeffrey Scott Mramor
  • Jeffrey S Mramor
  • Jeffrey S Mramor

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