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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-08-24
  • FL RA
    APPROVED
    Since 2016-08-24

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

12500 S Tamiami Trail, Fort Myers, FL 33907 • United States

Estero, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hub International Investment Services, Inc. Fort Myers FL 01/2021 Present
Leading Edge Retirement Plan Advisors, A Division Of Hub Intl Fort Myers FL 11/2020 Present
Kestra Investment Services, Llc Fort Myers FL 08/2016 Present
  • 01/2021 → Present
    Hub International Investment Services, Inc.
    Fort Myers, FL
  • 11/2020 → Present
    Leading Edge Retirement Plan Advisors, A Division Of Hub Intl
    Fort Myers, FL
  • 08/2016 → Present
    Kestra Investment Services, Llc
    Fort Myers, FL
Previous Registrations
Other Businesses

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: Advisor Start Date: 7/18/2016 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Sales and client consulting Business Name: Property Brothers FL, LLC Investment Related: No Address: 21119 Palese Drive Estero FL 33928 Nature of Business: Real Estate Position, Title or Relationship: 50% Partner Start Date: 9/20/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Consider purchases and procure renovation Business Name: ORANGE BLOSSOM EQUITY PARTNERS, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2022 0ADDRESS: 21119 Palese Dr, Estero FL 33928 DESCRIPTION: Purchase of passive income through rental properties and occasional sale of properties. Business Name: HUB INTERNATIONAL POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2020 ADDRESS: 12500 South Tamiami Trail, Fort Myers FL 33907 DESCRIPTION: Client Advisor for Employee Benefits, Retirement Plans, and Individual Insurance Products

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-30
S63 Uniform Securities Agent State Law Examination 1998-07-29
  • S66 Uniform Combined State Law Examination
    2012-03-30
  • S63 Uniform Securities Agent State Law Examination
    1998-07-29
Other Names
  • Tim Mcgee

View on SEC IAPD

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