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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-04-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Lellis On The Green | Farmington | MI | 08/2012 | 11/2021 |
| Kestra Advisory Services, Llc | Southfield | MI | 04/2016 | Present |
| Kestra Investment Services, Llc | Southfield | MI | 05/2014 | Present |
| Rochester Chop House | Rochester | MI | 06/2022 | Present |
Business Name: The Baker Group Investment Related: Yes Address: 26400 Lahser Rd. Ste. 312 southfield MI 48033 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: associate Start Date: 4/28/2014 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: check deposits, trades, support to senior advisors NAME; STEVEN LELLIS ON THE GREEN POSITION: waiter NATURE: restaurant INVESTMENT RELATED: No # OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 09/05/2025 ADDRESS: 27925 golf pointe blvd, farmington hills MI 48331, United States DESCRIPTION: take orders, serve food
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-23 |
| S65 | Uniform Investment Adviser Law Examination | 2001-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-05 |
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