Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-27 |
| DE | RA | APPROVED | 2021-06-09 |
Branch Locations
230 Beiser Boulevard Suite 201, Dover, DE 19904 • United States
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 |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Towson | MD | 08/1999 | 06/2021 |
| Penn Mutual Life Ins Co | Towson | MD | 08/1999 | Present |
| Kestra Investment Services, Llc | Dover | DE | 06/2021 | Present |
| Kestra Advisory Services, Llc | Dover | DE | 06/2021 | Present |
Name: Delaware Wildlands, Inc. Investment Related: No Address: 315 Main Street Odessa DE 19720 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board of Director Start Date: 6/3/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend four meetings a year and offer input on the organizations land conservation efforts Name: Kestra Advisory Services, LLC. Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment advisor Representative, registered rep, senior wealth strategist Start Date: 5/27/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: complete financial plans for clients and recommend insurance and investment products based on those financial plans Name: Crawford Financial Services Investment Related: Yes Address: 230 Beiser Blvd., Suite 201 Dover DE 19904 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Owner/Registered Representative and Investment Advisor Representative- and senior wealth strategist Start Date: 6/2/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Primary duties include completing financial plans for clients and recommending insurance and investments associated with those plans as well as oversee the overall operations of the office
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-24 |
Reach out to this advisor