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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 | 2023-07-27 |
| AZ | RA | APPROVED | 2020-09-08 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Flagstaff, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2008 | 09/2020 |
| Kestra Investment Services, Llc | Flagstaff | AZ | 09/2020 | Present |
| Kestra Advisory Services, Llc | Flagstaff | AZ | 09/2020 | Present |
Business Name: Ryleigh Wealth Managment Investment Related: Yes Address: 9500 Offenhauser Dr Flagstaff AZ 86004 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Managing Advisor Start Date: 9/3/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Financial Advisor and business owner Business Name: Ryleigh Wealth Management Investment Related: Yes Address: 9500 Offenhauser Dr Flagstaff AZ 86004 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Managing Advisor Start Date: 9/3/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Operate the organization as the principle as well as work as the sole investment representative, insurance agent and broker. Business Name: Ryleigh Wealth Management Investment Related: Yes Address: 9500 Offenhauser Dr Flagstaff AZ 86004 Nature of Business: Insurance Position, Title or Relationship: Insurance Broker Start Date: 1/25/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Identify Needs and sell Insurance to Ryleigh WM clients. Business Name: Ryen Property LLC Investment Related: Yes Address: 9500 Offenhauser Dr Flagstaff AZ 86004 Nature of Business: Real Estate Position, Title or Relationship: I am a Grantor/Trustee of the Trust which owns the LLC. Start Date: 3/10/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: This is my wife's business. She is the manager. I have no responsibilities with regard to Ryen Property. Business Name: KESTRA ADVISORY SERVICES POSITION: Managing Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 09/03/2020 ADDRESS: 5707 Southwest Parkway, Bldg 2, Ste 400, Austin TX 78735 DESCRIPTION: Financial Advisor and business owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-22 |
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