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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 | 2024-04-30 |
| PA | RA | APPROVED | 2016-04-20 |
Branch Locations
525 William Penn Place Ste. 3401, Pittsburgh, PA 15219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Inc | Pittsburgh | PA | 06/2005 | Present |
| Signature Select Wealth, Llc | Pittsburgh | PA | 12/2019 | Present |
| Kestra Advisory Services, Llc | Pittsburgh | PA | 04/2016 | Present |
| Signature Financial Planning | Pittsburgh | PA | 01/2004 | Present |
BN: Kestra Advisory Services, LLC Inv Rel: Y Addr: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 NOB: Investment Advisory services thru Kestra Advisory Services, LLC POSI: Investment Advisor Representative Start Date: 4/4/2016 Hrs per month: Up to 100% (0 to 160 hrs) Hrs per month during trading hrs: Up to 100% (0 to 160 hrs) Duties: Investment advisory services BN: North Boroughs Rotary - Durable Medical Equipment Committee Inv Rel: No Addr: PO Box 44305 Pittsburgh PA 15205 NOB: Community/Charitable/Civic Volunteer (Non-Leadership Position) POSI: Committee member Start Date: 6/12/2020 Hrs per month: 0% - 10% (0 - 16 hrs) Hrs per month during trading hrs: 0% - 10% (0 - 14 hours) Duties: Work with fellow committee members to facilitate above-mentioned mission. Conduct committee meetings, gather equipment, and deliver equipment BN: Signature Blue LLC Inv Rel: No Addr: 1301 Grandview Avenue, Suite 300 Pittsburgh PA 15211 NOB: Other Other/None of the Above This entity will simply hold an investment in Augment Therapy POSI: Passive Investor, Limited Partner Start Date: 2/8/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Passive Investor, Limited Partner BN: SIGNATURE VENTURES, LLC POSI: Owner NOB: This entity will house venture capital and angel investments INV REL: Yes # OF HRS: 0 SEC TRAD HRS: 0 STRT DATE: 09/30/2021 ADDRESS: 1301 Grandview Avenue, Ste 300, Pittsburgh PA 15211 DESC: One of seven owners of this entity BN: SIGNATURE MHSF INVESTMENTS LLC POSI: Member NOB: Investment Vehicle for Private Equity INV REL: No # OF HRS: 0 SEC TRAD HRS: 0 START DATE: 06/17/2022 ADDR: 1301 Grandview Avenue, Suite 300, Pittsburgh PA 15211 DESC: Investor BN: AMERICAN HEART ASSOCIATION BOARD MEMBER POSI: Board Member NOB: Board position (Board of Directors, Board of Trustees, etc.) INV REL: N #OF HRS: 2 SEC TRAD HRS: 2 START DATE: 09/23/2022 ADDR: 444 Liberty Avenue, Pittsburgh PA 15222 DESC: Board forms committees to org and execute various fundraisers throughout the year. The board also organizes hand-on activities to give back to the community in a number of ways. BN: ACTIVE ANGELS NETWORK POSI: Member NOB: Angel investment club INV REL: Y #OF HOURS: 2 SEC TRAD HRS: 0 START DATE: 11/30/2023 ADDR: 105 Market Street, Pittsburgh PA 15222 DESC: None BN: Signature Venture 412 LLC Inv Rel: No Address: 1301 Grandview Avenue, Suite 300 Pittsburgh PA 15211 NOB: Other Other/None of the Above I will invest in the 412 Venture Fund POSI: I am a Limited Partner in the LLC Start Date: 2/1/2021 Hrs per month: 0% - 10% (0 - 16 hours) Hrs per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I will invest in the 412 Venture Fund BN: SIGNATURE FINANCIAL PLANNING POSITION: Senior Advisor and Partner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 01/01/2005 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburgh PA 15219 DESCRIPTION: Build and manage financial planning practice/book of business BN: SIGNATURE WEALTH POSITION: Senior Advisor and Partner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 01/01/2005 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburgh PA 15219 DESCRIPTION: Build and manage financial planning practice/book of business BN: SIGNATURE LEGACY HOLDINGS LLC POSITION: Member NATURE: Holdings company for Kingfisher stock - see Bluespring or Kestra legal department for more details INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburgh PA 15219, United States DESCRIPTION: General Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-30 |
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