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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-29 |
| TX | RA | APPROVED | 2025-08-29 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
1605 Carmody Court Suite 400, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Canonsburg | PA | 03/2003 | 01/2021 |
| Ayco/Goldman Sachs & Co. Llc | Canonsburg | PA | 01/2021 | 08/2025 |
| Kestra Investment Services, Llc | Sewickley | PA | 08/2025 | Present |
| Kestra Private Wealth Services, Llc | Sewickley | PA | 08/2025 | Present |
Business Name: KINDRED WEALTH PARTNERS POSITION: Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/29/2025 ADDRESS: 1603 CARMODY COURT, SUITE 302, SEWICKLEY PA 15143, United States DESCRIPTION: Perform client-facing activities and drive overall agenda and roadmap for clients and their financial needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-21 |
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