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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-25 |
| CO | RA | APPROVED | 2016-04-19 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
757 Maleta Lane Suite 204, Castle Rock, CO 80108 • United States
Vail, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maleta Wealth Management | Castle Rock | CO | 12/2013 | Present |
| Kestra Investment Services, Llc | Castle Rock | CO | 03/2006 | Present |
| Kestra Advisory Services, Llc | Castle Rock | CO | 04/2016 | Present |
Business Name: Maleta Wealth Management Investment Related: Yes Address: 757 Maleta Lane Suite 204 Castle Rock CO 80108 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Employee Start Date: 3/2/2006 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Processing business Business Name: Proplanco Management Investment Related: No Address: 1490 S Pearl Denver CO 80202 Nature of Business: Other Other/None of the Above No Duties Position, Title or Relationship: Employee Start Date: 10/1/2004 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-10 |
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