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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-25 |
| TX | RA | APPROVED | 2026-02-25 |
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 |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Canonsburg | PA | 05/2006 | 01/2021 |
| Goldman Sachs & Co. Llc | Canonsburg | PA | 01/2021 | 02/2026 |
| Kestra Investment Services Llc | Sewickley | PA | 02/2026 | Present |
| Kestra Advisory Services Llc | Sewickley | PA | 02/2026 | Present |
Name: KINDRED WEALTH PARTNERS POSITION: Investment Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/25/2026 ADDRESS: 1603 Carmody Ct. Suite 302, Sewickley PA 15143, United States DESCRIPTION: Advise clients on their investment portfolios, help with tax planning and cashflow planning. Name: ROBERT MORRIS UNIVERSITY - BOARD OF VISITORS POSITION: Board Member NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2021 ADDRESS: 6001 University Blvd., Moon Township PA 15108, United States DESCRIPTION: Meet with other board members to discuss ways to improve the business program at the University.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-22 |
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