Best Investors Account Sign in

Kelly Apple

Kestra Advisory Services, LLC

Austin, TX

Claim This Profile
Current Employers
Kestra Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-09
  • TX RA
    APPROVED
    Since 2026-07-09

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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
Blackrock Investements, Llc New York NY 11/2012 07/2026
Kestra Investment Services, Llc Austin TX 07/2026 Present
Kestra Advisory Services, Llc Austin TX 07/2026 Present
  • 11/2012 → 07/2026
    Blackrock Investements, Llc
    New York, NY
  • 07/2026 → Present
    Kestra Investment Services, Llc
    Austin, TX
  • 07/2026 → Present
    Kestra Advisory Services, Llc
    Austin, TX
Previous Registrations
  • 2013-07-18 → 2026-07-06
    Blackrock Investment Management, Llc
    Princeton, NJ
    Houston, TX
    Princeton, NJ
    Princeton, NJ
    San Francisco, CA
    Chicago, IL
    Princeton, NJ
    Houston, TX
    Princeton, NJ
  • 2008-12-24 → 2010-04-12
    Van Kampen Advisors Inc
    Houston, TX
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-17
S66 Uniform Combined State Law Examination 2008-12-22
S63 Uniform Securities Agent State Law Examination 2003-08-08
  • S65 Uniform Investment Adviser Law Examination
    2013-07-17
  • S66 Uniform Combined State Law Examination
    2008-12-22
  • S63 Uniform Securities Agent State Law Examination
    2003-08-08
Other Names
  • Kelly Leigh Apple
  • Kelly L Apple

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor