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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-31 |
| TX | RA | APPROVED_RES | 2025-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2002 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2002 | 06/2021 |
| Commonwealth Financial Network | Waltham | MA | 06/2021 | 06/2025 |
| Kestra Investment Services, Llc. | West Conshohocken | PA | 06/2025 | Present |
| Kestra Advisory Services, Llc | West Conshohocken | PA | 06/2025 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/30/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: PETE & JESS D'AMICO POSITION: Owner/Landlord NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: 209 O Avenue, West Wildwood NJ 08260, United States DESCRIPTION: We rent out the house and fix something if it breaks. Name: YOUTH ACTION POSITION: Board Chair. NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/21/2021 ADDRESS: PO Box 22718, Philadelphia PA 19131, United States DESCRIPTION: I run the Board Meetings, follow up with other Board Members, and am the liaison between the Board and our Executive Director. Name: KISTLER TIFFANY POSITION: Contractor. NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2008 ADDRESS: 700 E. Gate Dr, Suite 115, Mt Laurel NJ 08054, United States DESCRIPTION: None. Name: DYNASTY ADVISORS POSITION: Registered Rep NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 06/30/2025 ADDRESS: 303 W. Main St, Suite 410, Freehold NJ 07728, United States DESCRIPTION: To work with clients to identify their goals, and manage their investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-04 |
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