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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 | 2025-12-17 |
| OH | RA | APPROVED | 2021-12-06 |
| KY | RA | APPROVED | 2021-12-03 |
Branch Locations
7424 Jager Ct, Cincinnati, OH 45230 • United States
Park Hills, KY • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 10/2015 | 12/2021 |
| Bank Of America, N.A. | Cincinnati | OH | 11/2015 | 12/2021 |
| Kestra Investment Services Llc | Park Hills | KY | 12/2021 | Present |
| Kestra Advisory Services Llc | Park Hills | KY | 12/2021 | Present |
I*86765 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: GENEVA ROTH PROPERTIES, LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: COVINGTON, KENTUCKY 41011 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 1/2/2014 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY. SPEND LESS THAN 1 HOUR PER MONTH MANAGING. GENEVA ROTH PROPERTIES LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2007 ADDRESS: 1168 Morgan Court, Park Hills KY 41011, United States DESCRIPTION: Investor in a single family, residential rental. LARMANN FINANCIAL POSITION: Registered Rep NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/03/2021 ADDRESS: 5707 Southwest Pkwy, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Financial Planning, Investment Advisor KESTRA ADVISORY SERVICES, LLC POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 130 START DATE: 01/02/2021 ADDRESS: 5707 Southwest Parkway, Building 2 Suite 400, Austin TX 78735, United States DESCRIPTION: Financial Advising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-14 |
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