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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-08 |
| TX | RA | APPROVED_RES | 2025-08-07 |
Branch Locations
San Diego, CA • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 01/2013 | 08/2025 |
| Kestra Investment Services, Llc | Fallbrook | CA | 08/2025 | Present |
| Kestra Advisory Services, Llc | Fallbrook | CA | 08/2025 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/07/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: MONARCH RETIREMENT & INVESTMENT LLC POSITION: Member NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2013 ADDRESS: 724 Rainbow Crest Rd, Fallbrook CA 92028, United States DESCRIPTION: As a registered representative I provide advice, securities trading and account maintenance. Name: MONARCH RETIREMENT GROUP POSITION: Member NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2013 ADDRESS: 724 Rainbow Crest Rd, Fallbrook CA 92028, United States DESCRIPTION: As a registered representative, I consult and service the investment needs of my clients. This includes security sales and account maintenance. Name: JAMES GALANTE POSITION: owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2006 ADDRESS: 4605 Matthew Drive, Fort Worth TX 76248, United States DESCRIPTION: With the assistance of the property manager, I approve tenants, property improvements and make cash contributions as needed. Name: JAMES GALANTE POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2006 ADDRESS: 7780 Milestone Ridge Dr, Frisco TX 76006, United States DESCRIPTION: With the assistance of the property manager I approve tenants, approve property improvements and make capital contributions as needed. Name: JAMES GALANTE POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2006 ADDRESS: 4605 Matthew Drive, Fort Worth TX 76248, United States DESCRIPTION: With the assistance of the property manager, I approve new tenants, approve property improvements and make capital contributions as needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-29 |
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