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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_RES | 2023-07-27 |
| MD | RA | APPROVED | 2016-04-20 |
Branch Locations
6500 Rock Spring Dr Suite 410, Bethesda, MD 20817 • 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 |
|---|---|---|---|---|
| Mlh Financial Services | Bethesda | MD | 02/2006 | Present |
| Kestra Advisory Services, Llc | Bethesda | MD | 04/2016 | Present |
| Kestra Investment Services, Llc | Bethesda | MD | 08/2010 | Present |
Business Name: NFP Inv Rel: Yes Address: 6500 Rock Spring Dr Bethesda MD 20817 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC POS: Advisor and rep Start Date: 11/7/2009 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: sales marketing and customer support Business Name: Kestra Advisory Services, LLC Inv Rel: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC POS: 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 Business Name: Meltzer Group Inv Rel: Yes Address: 6500 Rock Spring Dr Bethesda MD 20817 NOB: Insurance POS: sales Start Date: 11/7/2009 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: sales Business Name: MARYLAND HILLEL BOARD POS: board member NOB: Board position (Board of Directors, Board of Trustees, etc.) INV REL: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/15/2023 ADDRESS: Maryland Hillel, 7612 Mowatt Lane, College Park MD 20740 DESCRIPTION: do not know at this point
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-01 |
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