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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-26 |
| NJ | RA | APPROVED | 2016-05-11 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reich Asset Management, Llc | Marmora | NJ | 06/2012 | Present |
| Kestra Advisory Services, Llc | Marmora | NJ | 04/2016 | Present |
| Kestra Investment Services, Llc | Marmora | NJ | 02/2000 | Present |
Name: Insurance Investment Related: Yes Address: 110 Roosevelt Boulevard Suite 2W Marmora NJ 08223 Nature of Business: Insurance Position, Title or Relationship: Other,Insurance Sales Start Date: 10/1/1996 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Insurance sales Name: Ocean City Regional Chamber of Commerce Investment Related: No Address: 16 E. 9th Street Ocean City NJ 08226 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Member Start Date: 2/5/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: 1x per month meeting Name: 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 Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: AtlantiCare Foundation Investment Related: No Address: 2500 English Creek Ave., Bldg 500 Egg Harbor Twsp NJ 08234 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member Start Date: 12/5/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend hospital functions, board meetings, raise awareness of hospital's mission Name: St. Maximillian Kolbe Roman Catholic Church Investment Related: No Address: 200 Tuckahoe Rd. Marmora NJ 08223 Nature of Business: Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: Volunteer Start Date: 3/11/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Quarterly meetings to review church finances Name: CJCR CAPITAL LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/14/2022 ADDRESS: 110 Roosevelt Blvd., Suite 2W, Marmora NJ 08223 DESCRIPTION: Negotiate rental agreements with tenants, maintain building Name: REICH ASSET MANAGEMENT LLC. POSITION: President NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 06/01/2012 ADDRESS: Reich Asset Management, LLC, 105 Roosevelt Boulevard, Marmora NJ 08223 DESCRIPTION: Owner of financial services firm Name: ATLANTIC CAPE COMMUNITY COLLEGE FOUNDATION BOARD POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/29/2025 ADDRESS: 5100 Black Horse Pike, Mays Landing NJ 08330, United States DESCRIPTION: Attend meetings and help out with events
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-01-10 |
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