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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-12-15 |
Branch Locations
125 High Street Suite 220, Boston, MA 02110 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Hingham, MA • 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 |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 06/2009 | 11/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2019 | 11/2020 |
| Kestra Investment Services, Llc | Boston | MA | 12/2020 | Present |
| Kestra Advisory, Llc | Boston | MA | 12/2020 | Present |
Business Name: Windsor Private Wealth, LLC Investment Related: Yes Address: 125 High Street, Suite 220 Boston MA 02110 Nature of Business: Registered Field Assistant; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Wealth Strategist Start Date: 12/1/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: financial planning and client serviceBusiness 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: IAR Start Date: 12/2/2020 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-20 |
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