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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 | 2022-05-24 |
Branch Locations
1370 Washington Pike Ste 404, Bridgeville, PA 15017 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Pittsburgh | PA | 01/2016 | 08/2019 |
| Lpl Financial Llc | Pittsburgh | PA | 08/2019 | 04/2022 |
| Kestra Investment Services, Llc | Pittsburgh | PA | 04/2022 | Present |
| Kestra Advisory Services Llc | Pittsburgh | PA | 04/2022 | Present |
1) 8/1/19- RetireRight Pittsburgh- DBA for LPL Business (entity for LPL business)-Inv. Related- Pittsburgh, PA -100% 2) 1/13/2022 - Retire Right Financial Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1/1/2022 - 0 Hours Per Month/0 Hours During Securities Trading. RETIRERIGHT FINANCIAL PLANNING POSITION: Paraplanner, Client Manager NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 04/18/2022 ADDRESS: 2652 Hidden Valley Dr, Suite 100, Pittsburgh PA 15241, United States DESCRIPTION: I am a registered assistant. EXCELLENT VENTURES LLC POSITION: Employee NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/18/2022 ADDRESS: 2652 Hidden Valley Dr, Suite 100, Pittsburgh PA 15241, United States DESCRIPTION: Employee KESTRA ADVISORY SERVICES LLC POSITION: ParaPlanner Client service manager NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/19/2022 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: opening accounts closing accounts account related activities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-03 |
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