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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-11 |
| TX | RA | APPROVED | 2024-01-11 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
318 Diablo Rd Suite 2150, Danville, CA 94526 • United States
Clayton, CA • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 10/2008 | 01/2024 |
| Kestra Advisory Services, Llc | Danville | CA | 01/2024 | Present |
| Kestra Investment Services, Llc | Danville | CA | 01/2024 | Present |
Busi Name: KESTRA ADVISORY SERVICES, LLC POS: IAR NOB: Registered rep activities through Kestra Investment Services INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/10/2024 ADDRESS: 926 Arrowhead Ter, Clayton CA 94517-1237 DESCRIPTION: IAR Busi Name: OCULUS FINANCIAL GROUP POS: Financial Advisor NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/11/2024 ADDRESS: 156 Diablo Road, Suite 210, Danville CA 94526 DESCRIPTION: Investment advisory, portfolio management and financial planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-15 |
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