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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-09 |
| CA | RA | APPROVED | 2017-06-27 |
Branch Locations
3570 Carmel Mountain Rd, San Diego, CA 92130 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Diego | CA | 09/2014 | 04/2017 |
| Kestra Investment Services, Llc | San Diego | CA | 06/2017 | Present |
| Kestra Private Wealth Services, Llc | San Diego | CA | 06/2017 | Present |
Business Name: Kestra Private Wealth Services Investment Related: Yes Address: 3570 Carmel Mountain Road, Ste. 150 San Diego CA 92130 Nature of Business: Registered Field Assistant Position, Title or Relationship: Operations Manager Start Date: 6/21/2017 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Operations support for securities consulting and investment
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-01 |
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