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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 | 2025-07-15 |
| NJ | RA | APPROVED | 2024-10-29 |
Branch Locations
4000 Route 66 Suite 123B, Tinton Falls, NJ 07753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life | St. Paul | MN | 09/2003 | 07/2018 |
| Securian Financial Services Inc. | St. Paul | MN | 09/2003 | 07/2018 |
| Mid-Atlantic Resources Group | Wall | NJ | 09/2003 | 07/2018 |
| Mid Atlantic Benefit Strategies | Wall | NJ | 09/2003 | 07/2018 |
| Woodbury Financial Services Inc | Neptune | NJ | 07/2018 | 01/2024 |
| Osaic Wealth, Inc. | Tinton Falls | NJ | 01/2024 | 10/2024 |
| Kestra Investment Services, Llc | Tinton Falls | NJ | 10/2024 | Present |
| Kestra Advisory Services, Llc | Tinton Falls | NJ | 10/2024 | Present |
Name: OBSIDIAN WEALTH ADVISORS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/30/2024 ADDRESS: 4000 Route 66, Suite 123B, Tinton Falls NJ 07753, United States DESCRIPTION: Financial planning and portfolio management for clients. NAME: OBSIDIAN WEALTH ADVISORS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 10/30/2024 ADDRESS: 4000 Route 66, Suite 123B, Tinton Falls NJ 07753, United States DESCRIPTION: Financial planning and portfolio management for clients. 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: 10/29/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-04-27 |
| S65 | Uniform Investment Adviser Law Examination | 2003-10-20 |
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