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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-07-27
AZ RA APPROVED 2020-09-08
  • TX RA
    APPROVED_RES
    Since 2023-07-27
  • AZ RA
    APPROVED
    Since 2020-09-08

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Flagstaff, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2008-11-24 → 2020-09-04
    Flagstaff, AZ
    Platte City, MO
  • 2008-01-01 → 2008-11-24
    Overland Park, KS
  • 2004-09-23 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Overland Park, KS
    St. Louis, MO
    Overland Park, KS
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-09-22
  • S66 Uniform Combined State Law Examination
    2004-09-22
Other Names
  • Derrick Randolf Jackson

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