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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 | 2018-06-28 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Spring, 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 |
|---|---|---|---|---|
| Investment Professional Inc. | San Antonio | TX | 07/2012 | 11/2017 |
| Kestra Advisory Services, Llc | Spring | TX | 06/2018 | Present |
| Kestra Investment Services, Llc | Spring | TX | 11/2017 | Present |
Business Name : KESTRA ADVISORY SEVICES POSITION: Owner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 64 START DATE: 05/23/2024 ADDRESS: 5707 Southwest Parkway, Bldg 2 Suite 400, Austin TX 78735, United States DESCRIPTION: Providing advisory fee base services to clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-08 |
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