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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-09-06
  • TX RA
    APPROVED
    Since 2016-09-06

Branch Locations

6565 N. Macarthur Blvd. Ste#460, Irving, TX 75039 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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 Investment Services, Llc. Irving TX 06/2016 Present
Kestra Advisory Services, Llc. Irving TX 09/2016 Present
Other Businesses

Business Name: HALCYON WEALTH ADVISORSS POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 06/09/2015 ADDRESS: 6565 MacArthur Blvd. Suite 460, Irving TX 75039 DESCRIPTION: Advisor Business Name: City of Hurst Texas Neighbord and Community Advisory Board Investment Related: No Address: 1505 Precinct Line Road Hurst TX 76054 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member Start Date: 9/1/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Board Member Business Name: KESTRA ADVISORY SERVICES POSITION: Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2020 ADDRESS: 5707 Southwest Parkway, Bldg 2, Ste 400, Austin TX 78735 DESCRIPTION: Kestra Advisory Services

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-03
  • S66 Uniform Combined State Law Examination
    2016-09-03
Designations
Other Names
  • Meri Carolyn Tunnell
  • Carolyn Mora

View on SEC IAPD

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