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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 | 2016-04-20 |
Branch Locations
525 William Penn Place Suite 3401, Pittsburgh, PA 15219 • United States
Pittsburgh, PA • 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 |
|---|---|---|---|---|
| Kestra Investment Services, Inc. | Pittsburgh | PA | 08/2005 | Present |
| Signature Select Wealth, Llc | Pittsburgh | PA | 12/2019 | Present |
| Signature Financial Planning | Pittsburgh | PA | 11/2002 | Present |
| Kestra Advisory Services, Llc | Pittsburgh | PA | 04/2016 | Present |
| Nfp Advisor Services, Llc. | Pittsburgh | PA | 03/2009 | 09/2016 |
BN: SIGNATURE VENTURES, LLC POS: Mmbr Investor NOB: Private Equity Investing INVST REL: N #OF HRS: 8 SEC TRADING HRS: 7 STRT DTE: 11/01/2020 ADRS: 1301 Grandview Ave, Pittsburgh PA 15211, US DESC No duties or obligations beyond participating in the sourcing & screening of the opps BN:Signature Fusion Angel Investments, LLC Invst Rel:Y Adr: 1301 Granview ave ste 300 Pittsburgh PA 15211 NOB: Angel investing Title: Mmbr Strt Dte:6/1/11 Hrs/mth:0-16 Duts: Marc &I go to mtngs &decide what we want to invest in. BN:Kestra Advisory Services, LLC Invst Rel:Y Adr: 5707 Southwest Pkwy Bldng 2, Ste 400 Austin,TX 78735 NOB: Investm Advisory srvcs thru Kestra Advisory Srvcs, LLC Title: Investm Advisor Rep Strt Dte:4/4/16 Hrs/ mo: Up to 100% (0-160 hrs)Duts:Invstmnt advisory srvcs BN: Entrepreneurs org Invst Rel: N Adr: 500 Montgomery St Alexandria VA 22314 NOB: networking group Title: Board Mmbr Strt Dte: 1/30/15 Hrs/mth: 0-16 Duts: network w/other busi owners POS: null NOB: null INVST REL:N DESC: null BN: BALTO LLC POS: mmbr NOB: invst vehicle for private equity INVST REL:Y #OF HRS:0 SEC TRADING HRS:0 STRT DTE:3/25/2022 ADR: 1403 Freeport Road, Cheswich PA 15024 DESC: No specific duties, angel investor only BN: D2T LLC POS: mmbr NOB: angel investing INVST REL: N # OF HRS: 0 SEC TRADING HRS: 0 STRT DTE: 02/11/2020 ADR: 1301 Grandview Ave Ste 300, Pittsburgh PA 15211 DESC: Strictly angel investor BN: SIGNATURE FINANCIAL PLANNING POSITION: CEO NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 11/02/2002 ADDRESS: 525 William Penn Place, suite 3401, Pittsburgh PA 15219 DESCRIPTION: To run the firm as well as to be a financial advisor BN: SIGNATURE WEALTH POSITION: CEO NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 11/02/2002 ADDRESS: 525 William Penn Place, suite 3401, Pittsburgh PA 15219 DESCRIPTION: To run the firm as well as to be a financial advisor BN: SIGNATURE LEGACY HOLDINGS LLC POSITION: member NATURE: Holding company for KF stock. INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 525 William Penn Place, suite 3401, Pittsburgh PA 15219, United States DESCRIPTION: General Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-22 |
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