Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
| AL | RA | APPROVED | 2020-04-16 |
Branch Locations
813 Shades Creek Parkway Suite 206, Birmingham, AL 35209 • 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 |
|---|---|---|---|---|
| Proequities, Inc. | Birmingham | AL | 01/2004 | 04/2020 |
| Kestra Investment Services, Llc | Birmingham | AL | 04/2020 | Present |
| Kestra Advisory Services, Llc | Birmingham | AL | 04/2020 | Present |
Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway| Building 2 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisory Representative Start Date: 9/11/2000 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Investment advisory services NAME: TRESORIAN WEALTH PLANNING POSITION: President, CEO, and Founder of Tresorian, Inc. and Tresorian Wealth Planning NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/21/2025 ADDRESS: 813 Shades Creek Parkway, Suite 206, Birmingham AL 35209, United States DESCRIPTION: Together, CorpFinancial and Tresorian provide a comprehensive, coordinated approach to corporate and personal financial planning needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-13 |
Reach out to this advisor