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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-24 |
| UT | RA | APPROVED | 2019-05-22 |
Branch Locations
10437 S 1300 W 150, South Jordan, UT 84095 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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 |
|---|---|---|---|---|
| Black Crest Investments | Sandy | UT | 05/2019 | Present |
| Kestra Investment Services, Llc | South Jordan | UT | 05/2019 | Present |
| Kestra Advisory Services, Llc | South Jordan | UT | 05/2019 | Present |
| Woodbury Financial Services Inc | Alpine | UT | 06/2015 | 05/2019 |
Business Name:INNOVATIVE TAX AND FINANCIAL SOLUTIONS LLC MITAH L POSITION: I am an owner. NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 01/01/2010 ADDRESS: 1563 Brigadoon Park Dr., West Jordan UT 84088, United States DESCRIPTION: I help evaluate properties for purchase. We use a property manager for most day to day responsibilities but I also have to work with the property manager to make decisions. Pay bills etc. Business Name: Black Crest Investments Investment Related: No Address: 7410 S Creek Road #201 Sandy UT 84093 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Owner Start Date: 5/13/2019 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Running all day to day activities. 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 Rep Start Date: 4/8/2020 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: Invest and manage client accounts. BLACK CREST INVESTMENTS POSITION: Sales NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/25/2021 ADDRESS: 141 E 2700 N, Lehi UT 84043, United States DESCRIPTION: I will be selling life insurance to clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-09-23 |
| S65 | Uniform Investment Adviser Law Examination | 2008-06-17 |
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