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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-07 |
| TX | RA | APPROVED_RES | 2023-08-04 |
Branch Locations
11555 Heron Bay Blvd Suite 200, Coral Springs, FL 33076 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Coral Springs | FL | 02/2012 | 08/2023 |
| Kestra Investment Services, Llc | Coral Springs | FL | 08/2023 | Present |
| Kestra Advisory Services, Llc | Coral Springs | FL | 08/2023 | Present |
Business Name: KESTRA ADVISORY SERVICES POSITION: FINANCIAL PLANNER NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/03/2023 ADDRESS: 5707 SW Parkway, Austin TX 78735 DESCRIPTION: RETIREMENT PLANNING Business Name: D&L VELASQUEZ LLC POSITION: Manager/owner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/17/2012 ADDRESS: 11555 Heron Bay Blvd, Suite 200, Coral Springs FL 33076 DESCRIPTION: LLC was created for tax purposes Business Name: VELASQUEZ WEALTH MANAGMENT POSITION: na NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/03/2023 ADDRESS: 11555 Heron Bay Blvd, Suite 200, Coral Springs FL 33076 DESCRIPTION: na Business Name: RENTAL PROPERTY POSITION: Landlord NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 3426 Sans Pereil St, Jacksonville FL 32224 DESCRIPTION: LANDLORD
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-12 |
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