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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 | 2023-07-27 |
| KY | RA | APPROVED | 2019-12-16 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
10200 Forest Green Blvd. Suite 100, Louisville, KY 40223 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial | Louisville | KY | 01/2010 | 11/2018 |
| Meritrust Wealth Management | Louisville | KY | 01/2010 | 05/2019 |
| Mwm Advisory | Louisville | KY | 01/2010 | 05/2019 |
| Kestra Investment Services, Llc | Louisville | KY | 11/2018 | Present |
| Kestra Advisory Services, Llc | Louisville | KY | 11/2018 | Present |
Business Name: JJ Hollis LLC Investment Related: No Address: 13307 Magisterial Dr Louisville KY 40223 Nature of Business: Real Estate Position, Title or Relationship: I'm a 50/50 owner in LLC which owns the real estate. Have no involvement in business operation of restaurant. Start Date: 6/1/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: NoneBusiness Name: Meritrust Wealth Management Investment Related: Yes Address: 462 S. Fourth St Louisville KY 40202 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Partner Chief Operating Officer Financial Advisor Start Date: 2/1/2010 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Provide financial services, including brokerage and advisory, to clients of our firm.Business Name: Kestra Advisory Services Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Ste 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor. Partner of firm. Start Date: 2/1/2010 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: I provide investment management services and advice to my clients. As a partner in the firm I participate in firm initiatives and firm objectives both internal and external.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-31 |
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