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17300 Preston Rd, Suite 120 C/O Melissa Wheeler, Dallas, TX 75252-5654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-05-21 |
Branch Locations
2313 Lake Ausin Blvd. Ste 211, Austin, TX 78703 • United States
17300 Preston Rd, Suite 120 C/O Melissa Wheeler, Dallas, TX 75252-5654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Retirement Planning | Austin | TX | 06/2011 | Present |
| Kestra Advisory Services, Llc | Dallas | TX | 04/2016 | Present |
| Kestra Investment Services, Llc | Dallas | TX | 12/2011 | Present |
Business Name: Beacon Financial Group Investment Related: Yes Address: 17300 PRESTON RD STE 120 DALLAS TX 75252 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Employee Start Date: 6/1/2011 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: IAR Business Name: Dos Veces Inc Investment Related: No Address: 2628 Creeks Edge Pkwy Austin TX 78733 Nature of Business: Consulting Position, Title or Relationship: Owner Start Date: 6/1/2011 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: FINANCIAL ADVISOR Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Pkwy Bldg. 2 Ste. 400 Austin TX 78735 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: Relationship manager Start Date: 1/1/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Relationship manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-16 |
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