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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tucson | AZ | 03/2000 | 08/2018 |
| Bank Of America, N.A. | Tucson | AZ | 03/2012 | 08/2018 |
| Commonwealth Financial Network | Waltham | MA | 08/2018 | 09/2025 |
| Kestra Investment Services, Llc | Tucson | AZ | 09/2025 | Present |
| Kestra Advisory Services, Llc | Tuscon | AZ | 09/2025 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: OLIVER MECHANICAL POSITION: co-owner NATURE: HVAC INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1998 ADDRESS: 16646 N. Columbus Blvd, Tucson AZ 85739, United States DESCRIPTION: File Arizona state sales tax reports. Name: RADCLIFF FINANCIAL GROUP POSITION: Client Relationship Manager NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2025 ADDRESS: 125 E 5th Street, Tucson AZ 85705, United States DESCRIPTION: Administrative duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-08 |
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