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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-04 |
| MI | RA | APPROVED | 2020-01-30 |
Branch Locations
40701 Woodward Ave Suite 103, Bloomfield Hills, MI 48304 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Troy | MI | 08/2011 | 01/2020 |
| Kestra Investment Services | Bloomfield Hills | MI | 01/2020 | Present |
| Kestra Private Wealth Services | Bloomfield Hills | MI | 01/2020 | Present |
Name: NOTARY POSITION: Notary NATURE: Notary Stamp INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/10/2021 ADDRESS: 40701 Woodward Ave, Ste 103, Bloomfield Hills MI 48304, United States DESCRIPTION: i can Notarize documents for clients that need documents notarized. Name: WOLFSDAD INVESTMENTS, INC. POSITION: Owner NATURE: Pass Through Entity INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/04/2020 ADDRESS: 40701 Woodward Ave, Suite 103, Bloomfield Hills MI 48304, United States DESCRIPTION: This is my PTE used for my Kestra Revenue Name: OWL PRIVATE WEALTH ADVISORS POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/16/2020 ADDRESS: 40701 Woodward Ave, Ste 103, Bloomfield Hills MI 48304, United States DESCRIPTION: Client interaction, planning on business operations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-30 |
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