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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 | 2019-09-19 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Austin, TX • 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 |
|---|---|---|---|---|
| Nfp Securities | Austin | TX | 01/2014 | 07/2018 |
| Durbin Bennett Private Wealth Management, Llc | Austin | TX | 08/2018 | 06/2019 |
| Kestra Investment Services, Llc | Austin | TX | 06/2019 | Present |
| Kestra Advisory Services, Llc | Austin | TX | 09/2019 | Present |
Name: Boy Scout Troop 786 Investment Related: No Address: 300 Bee Creek Rd Spicewood TX 78669 Nature of Business: Other Bank or Credit Union Position, Title or Relationship: Treasurer Start Date: 8/26/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I will be responsible for the bookkeeping of the Troop. making all payments for activities are received, and paid out as necessary Name: TRADER JOE'S POSITION: Crew Member NATURE: Grocery Store INVESTMENT RELATED: No # OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2025 ADDRESS: 12812 Shops Pkwy, Bee Cave TX 78738, United States DESCRIPTION: Cash register, Stock Shelves, unload trucks, order stock for departments of the store.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-28 |
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