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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 | 2017-03-16 |
| CA | RA | APPROVED | 2017-03-10 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Long Beach, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Cerritos | CA | 10/2010 | 03/2017 |
| Kestra Investment Services, Llc | Cerritos | CA | 03/2017 | Present |
| Kestra Advisory Services, Llc | Cerritos | CA | 03/2017 | Present |
Business Name: Ed Oxford sole prop Investment Related: No Address: 3590 Lime Ave Long Beach CA 90807 Nature of Business: Real Estate Position, Title or Relationship: owner Start Date: 6/1/2011 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: property management Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 3/9/2017 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: investment advisor representative Business Name: Oxford Financial Advisors Investment Related: Yes Address: 3590 Lime Ave Long Beach CA 90807 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner and President of Oxford Financial Advisors Start Date: 9/27/2016 Hours per month: 61% - 70% (97 - 112 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Running of the financial planning practice. Business Name: ED OXFORD THEOLOGICAL SPEAKING POSITION: I am a researcher that simply presents my findings in talks and seminars etc. NATURE: non profit documentary film INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 09/01/2021 ADDRESS: 3590 LIME AVE, LONG BEACH CA 90807 DESCRIPTION: Theological presentations only
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-29 |
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