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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-19 |
| CA | RA | APPROVED | 2023-05-31 |
| NY | RA | APPROVED | 2023-05-31 |
Branch Locations
3570 Carmel Mountain Road Suite 150, San Diego, CA 92130 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Private Wealth Services Llc | San Diego | CA | 05/2023 | Present |
| Private Asset Management Inc | San Diego | CA | 06/2012 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-13 |
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