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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 |
| LA | RA | APPROVED | 2016-04-19 |
Branch Locations
6421 Perkins Rd. Building C, Suite B, Baton Rouge, LA 70808 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ea Financial Group, Llc | Baton Rouge | LA | 07/2001 | Present |
| Besselman & Little Agency | Baton Rouge | LA | 07/2001 | Present |
| Kestra Advisory Services, Llc | Baton Rouge | LA | 04/2016 | Present |
| Kestra Investment Services, Llc | Baton Rouge | LA | 01/2013 | Present |
BN: Carpenter Road LLC INV REL: Yes NOB: Real Estate Title: member Start Date: 7/15/2020 Hrs/mth: 0-16 Duties: passive BN: Cobra Professionals Inc INV REL: No 70808 NOB: Other Back Office Operations Title: on board Start Date: 11/16/2001 Hrs/mth: 0-16 Duties: oversight of the company BN: Canebrake Development, LLC INV REL: No NOB: Real Estate Title: Member Start Date: 6/3/2019 Hrs/mth: 0-16 Duties: Member...equity investor BN: BLUE PARC 6, LLC INV REL: Yes NOB: Real Estate Title: member of LLC Start Date: 9/29/2015 Hrs/mth: 0-16 Duties: member BN: Office Parc 5, LLC INV REL: Yes NOB: Real Estate Title: member Start Date: 4/3/2017 Hrs/mth: 0-16 Duties: investor BN: Four Square Builders LLC INV REL: No NOB: Real Estate Title: member Start Date: 5/15/2016 Hrs/mth: 0-16 Duties: silent partner...financial backer BN: Canbrake Builders, LLC INV REL: No NOB: Real Estate Title: member Start Date: 6/14/2017 Hrs/mth: 0-16 Duties: member....financial backer BN: Besselman 30, LLC INV REL: Yes NOB: Real Estate Title: member Start Date: 4/2/2017 Hrs/mth: 0-16 Duties: investor BN: HCM Holdings, LLC INV REL: No NOB: payroll, benefits admin, and HR outsourcing Co. CPI is a COBRA, HRA, and FSA admin. Title: owner in trust Start Date: 1/1/2016 HRS per month: 11% - 20% (17 - 32 HRS) Duties: owner BN: PFC 2, LLC INV REL: Yes NOB: Real Estate Title: member of LLC Start Date: 1/17/2019 Hrs/mth: 0-16 Duties: LLC BN: Thomas C Besselman Jr Inc INV REL: No NOB: Receives revenue share from Centura Advisors Title: Owner/ Member Start Date: 10/12/2001 Hrs/mth: 0-16 Duties: revenue share BN: Centura Benefits Solutions, LLC INV REL: Yes NOB: Insurance Title: Member - Agent Start Date: 1/1/2018 Hrs/mth: 0-16 Duties: write health insurance and worksite products for small group BN: Kestra Advisory Services, LLC INV REL: Yes NOB: Investment Advisory services through Kestra Advisory Services, LLC Title: Investment Advisor Representative Start Date: 4/4/2016 Hrs/mth: Up to 100% Duties: I.A. services BN: Centura Advisors, LLC INV REL: Yes NOB: Reg Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Title: member Start Date: 1/9/2013 Hrs/mth: 145-160 Duties: broker BN: HR Solutions INV REL: Yes NOB: RR Activities through Kestra Investment Services, LLC using a DBA name; Consulting Title: Retirement Plans Director/Consultant Start Date: 1/1/2004 Hrs/mth: 49-64 HRS) Duties: consultant on retire plans for clients of HR Solutions BN: ARTHUR J. GALLAGHER INV REL: Yes NOB: Insurance Title: PASSIVE Start Date: 1/9/2013 Hrs/mth: 0-16 Duties: maintain existing client accouts BN: Besselman Properties LLC INV REL: No NOB: Real Estate Title: Member Start Date: 7/2/2012 Hrs/mth: 0-16 Duties: landlord BN: Perkins Rd Financial Center LLC INV REL: No NOB: Real Estate Title: Member Start Date: 7/1/2005 Hrs/mth: 0-16 Duties: member of the LLC BN: CENTURA OF NEW ORLEANS LLC POSI: Member NOB: Insurance INV REL: Yes # OF HRS: 1 SEC TRADING HRS: 1 START DATE: 05/30/2023 ADDR: 10925 Perkins Rd, Suite C, BATON ROUGE LA 70810 DESC: Broker writing employee benefits BN: CENTURA OF ACADIANA LLC POSI: Member NOB: Insurance INV REL: Yes # OF HRS: 1 SEC TRADING HRS: 1 START DATE: 05/30/2023 ADDR: 10925 Perkins Rd, Suite C, BATON ROUGE LA 70810 DESC: Broker writing employee benefits BN: CENTURA OF NORTH LOUISIANA LLC POSI: Member NOB: Insurance INV REL: Yes # OF HRS: 1 SEC TRADING HRS: 1 START DATE: 05/30/2023 ADDR: 10925 Perkins Rd, Suite C, Baton Rouge LA 70810 DESC: Broker writing employee benefits BN: TC VENTURES LLC POSI: Member NOB: construction co INV REL: No # OF HOURS: 5 SEC TRADING HOURS: 5 START DATE: 03/01/2024 ADDRESS: 11860 Boylan Ave, Baton Rouge LA 70809 DESC: financial backer BN: SHARPEN HR LLC POSITION: member NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 5 SEC TRADING HOURS: 2 START DATE: 12/01/2025 ADDRESS: 6421 PERKINS RD BLDG C SUITE B, BATON ROUGE LA 70808, United States DESCRIPTION: help w business strategy
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-24 |
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