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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-13 |
| TX | RA | APPROVED | 2023-07-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial | Pottstown | PA | 03/2015 | 04/2018 |
| Lincoln Financial Advisors | Philadelphia | PA | 06/2018 | 06/2023 |
| Kestra Financial Services | Austin | TX | 06/2023 | Present |
| Kestra Advisory Services | Austin | TX | 06/2023 | Present |
Business Name: RENTAL PROPERTY POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/06/2020 ADDRESS: 972 Cane Garden Bay Cir, Corolla NC 27927 DESCRIPTION: maintain property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-01 |
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