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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-04 |
Branch Locations
1200 Liberty Ridge Drive Suite 110, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Benefits | King Of Prussia | PA | 11/2002 | 03/2025 |
| Tfs Securities, Inc. | Lincroft | NJ | 10/2012 | 12/2016 |
| Lpl Financial, Llc | King Of Prussia | PA | 01/2017 | 03/2025 |
| Kestra Investment Services, Llc | Wayne | PA | 03/2025 | Present |
| Kestra Advisory Services, Llc | Wayne | PA | 03/2025 | Present |
Bus 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: 03/04/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: BEACON FINANCIAL SERVICES POSITION: financial advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes, # OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/04/2025 ADDRESS: 1200 Liberty Ridge, Suite 110, Wayne PA 19087, United States DESCRIPTION: financial advisor, retirement plans and wealth management Bus Name: BEACON BENEFITS, LLC POSITION: Managing Partner NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/01/2002 ADDRESS: 120 S Warner Rd, suite 201 King of Prussia PA 19406, 201, KING OF PRUSSIA PA 19406, United States DESCRIPTION: employee benefits consulting / brokering
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-30 |
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