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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-08-17 |
| TX | RA | APPROVED_RES | 2023-06-07 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
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 |
|---|---|---|---|---|
| Centara Capital | San Diego | CA | 05/2006 | Present |
| Centara Capital Management Group, Inc. | San Diego | CA | 05/2006 | Present |
| Intervest International Equities Corp | Colorado Springs | CO | 08/2007 | 06/2023 |
| Kestra Advisory Services, Llc | Seattle | WA | 06/2023 | Present |
| Kestra Investment Services, Llc | Seattle | WA | 06/2023 | Present |
Name: BE FINANCIALLY SOUND POSITION: RR NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/22/2023 ADDRESS: 4724 W. RUFFNER ST, SEATTLE WA 98199, United States DESCRIPTION: RR Name: KESTRA ADVISORY SERVICES LLC POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/22/2023 ADDRESS: 5707 SW Pkwy, Blg 2, STE 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: THE CYCLE SANCTUARY POSITION: Owner and favorite student of the intsructors NATURE: Indoor cycle and fitness studio INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 2420 NW Market St, Seattle WA 98107, United States DESCRIPTION: I am only a participant in the classes and the studio "mascot". I don't do anything towards the everyday management and running of the studio. This is my wife's project and dream.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-08 |
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