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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-12-09 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
57 Danbury Road Suite 204, Wilton, CT 06897 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Serengeti Asset Management | New York | NY | 04/2014 | 01/2018 |
| Aqr Capital Management | Greenwich | CT | 01/2018 | 01/2021 |
| Icapital Network | Greenwich | CT | 01/2021 | 06/2022 |
| Gilman Hill Asset Management | New Canaan | CT | 06/2022 | 09/2025 |
| Kestra Investment Services, Llc | Wilton | CT | 09/2025 | Present |
| Kestra Advisory Services, Llc | Wilton | CT | 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: 09/08/2025ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: INTERLOCK FINANCIAL POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/08/2025 ADDRESS: 57 Danbury Road, Suite 204, Wilton CT 06897, United States DESCRIPTION: As an advisor and fiduciary, I'm committed to acting in our clients' best interest by providing tailored financial guidance and management of investments with diligence and transparency.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-29 |
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