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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 | 2025-03-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Washington Wealth Management, Llc | San Diego | CA | 04/2012 | Present |
| Kestra Investment Services, Llc | San Diego | CA | 02/2014 | Present |
| Kestra Private Wealth Services, Llc | San Diego | CA | 04/2014 | Present |
Business Name: Kestra Private Wealth Services, LLC Investment Related: Yes Address: 3570 Carmel Mountain Road Ste 150 San Diego CA 92130 Nature of Business: Registered Field Assistant; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Employee Start Date: 2/28/2014 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: employee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-22 |
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