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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 | 2026-06-02 |
Branch Locations
301 S. Polk Ste. 400 S., Amarillo, TX 79105 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Armarillo | TX | 05/2026 | Present |
| Kestra Investment Services, Llc | Armarillo | TX | 04/2014 | Present |
Name: THE ROSE GROUP Investment Related: Yes Address: 1000 S. POLK ST. AMARILLO TX 79101 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Other,BOARD MEMBER Start Date: 1/1/2011 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Officer/Partner/Agent Name: TRZR, Inc. Investment Related: Yes Address: 301 S. Polk, Suite 400 S Amarillo TX 79105 Nature of Business: Insurance Position, Title or Relationship: managing principal Start Date: 6/1/2019 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: sales and managing staff Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/03/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTIOn IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-09 |
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