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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-05-09 |
Branch Locations
141 Longwater Drive Suite 101, Norwell, MA 02061 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
North Easton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Norwell | MA | 04/2008 | Present |
| Kestra Advisory Services, Llc | Norwell | MA | 04/2016 | Present |
Business 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 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: NFP Corporate Services Investment Related: Yes Address: 141 Longwater Drive Norwell MA 02006 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting Position, Title or Relationship: Employee Start Date: 1/2/2014 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Working with plan sponsors on compliance, plan design, investments and employee education Business Name: NFP Retirement Investment Related: Yes Address: 141 Longwater Drive Norwell MA 02061 Nature of Business: Consulting Position, Title or Relationship: Employee Start Date: 1/1/2014 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: I work with the plan sponsor on plan design, investment, employee education and compliance Business Name: BE INSPIRED TOGETHER POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/23/2022 ADDRESS: 247 Washington St, Suite 2, Stoughton MA 02072, United States DESCRIPTION: I will be part of the board. We will focus on fundraising and proving mental health services to those in need.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-26 |
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