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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 | 2023-08-30 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
901 S Mopac Building 2, Suite 195, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edwarsd Jones | St Louis | MO | 11/2001 | 08/2023 |
| Kestra Investment Services Llc | Austin | TX | 08/2023 | Present |
| Kestra Private Wealth Services Llc | Austin | TX | 08/2023 | Present |
BN: SUMMITEER FINANCIAL POSITION: Financial Consultant NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/30/2023 ADDRESS: 901 S Mopac, Building 2, Suite 195, Austin TX 78746 DESCRIPTION: Run the office and assist clients with financial planning and all related activities BN: HEMO MUAH, LLC POSITION: Member NATURE: LLC for tax purposes for my DBA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 08/30/2023 ADDRESS: 901 S. Mopac Expy, Building 2, Suite 195, Austin TX 78746 DESCRIPTION: Manage the LLC that owns the DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-31 |
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