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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-03-15 |
Branch Locations
South Barrington, IL • United States
1701 E Lake Avenue Suite 400, Glenview, IL 60025 • United States
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 |
|---|---|---|---|---|
| Gwfs Equities, Inc. | Greenwood Village | CO | 11/2010 | 03/2019 |
| Ippfa Benefits | Glenview | IL | 03/2019 | Present |
| Kestra Investment Services, Llc | Glenview | IL | 03/2019 | Present |
| Kestra Advisory Services, Llc | Glenview | IL | 03/2019 | Present |
Business Name: IPPFA Benefits Investment Related: Yes Address: 1701 E. Lake Ave., Ste. 400 Glenview IL 60025 Nature of Business: Registered Field Assistant Position, Title or Relationship: Registered Field Assitant Start Date: 3/11/2019 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: General Administration and Customer Service Assistance for existing participants in my territory
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-13 |
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