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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
FL RA APPROVED 2023-04-19
WA RA APPROVED 2023-04-05
  • FL RA
    APPROVED
    Since 2023-04-19
  • WA RA
    APPROVED
    Since 2023-04-05

Branch Locations

4208 198Th St Sw Suite 209, Lynnwood, WA 98036 • United States

Kissimmee, FL • United States

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Templar Financial Services, Inc Mountlake Terrace WA 05/2014 04/2023
Lpl Financial, Llc Mountlake Terrace WA 06/2015 04/2023
Kestra Investment Services Llc Mountlake Terrace WA 04/2023 Present
Kestra Advisory Services Llc Mountlake Terrace WA 04/2023 Present
  • 05/2014 → 04/2023
    Templar Financial Services, Inc
    Mountlake Terrace, WA
  • 06/2015 → 04/2023
    Mountlake Terrace, WA
  • 04/2023 → Present
    Kestra Investment Services Llc
    Mountlake Terrace, WA
  • 04/2023 → Present
    Mountlake Terrace, WA
Previous Registrations
  • 2015-06-24 → 2023-04-05
    Mountainlake Terrace, WA
    Kirkland, WA
    Renton, WA
  • 2008-04-25 → 2008-12-08
    Investment Advisors International, Inc.
    Oak Harbor, WA
Other Businesses

1. 6/22/2015 - TEMPLAR FINANCIAL SERVICES, INC. - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 04/01/2014 - Time Spent 98%. 2. 9/16/2020 - Templar Holdings - Investment Related - Proposed address 23700 Edmonds Way, Edmonds, WA - Real Estate Rental - Started 08/26/2020 - 5 Hours Per Month/0 Hours During Securities Trading - Holding company for purchase of new office location. 3. 11/20/2020 - Templar Farming/Templar Services - Not Investment Related - 3787 State Hwy 45, Colusa, CA, USA - Other-Family Business - Owner - Start Date: 8/17/2020 - 30 Hours Per Month/15 Hours During Securities Trading - Family farm & ranch. 4. 4/1/2021 - Templar Financial Services - Investment Related - At Reported Business Location(s) - Insurance Agency - President, agent - Start Date: 3/3/2021 - 40 Hours Per Month/30 Hours During Securities Trading - Fixed insurance business including life, health, and disability. Name: KESTRA ADVISORY SERVICES, LLC POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 04/03/2023 ADDRESS: 5707 SW Parkway, Bldg 2, Suite 400, Austin TX 78735 DESCRIPTION: IAR Name: TEMPLAR FARMING POSITION: Owner NATURE: Family Farming Operation INVESTMENT RELATED: No # OF HOURS: 24 SECURITIES TRADING HOURS: 12 START DATE: 03/06/2023 ADDRESS: 3787 State Hwy 45, Colusa, CA, USA, Colusa CA 95932 DESCRIPTION: General farm management and maintenance. Appx three days per month of upkeep on site, with an additional two weeks for harvest the end of October/beginning of November. Full connectivity on site for completion of trading and advisory activities as necessary. Name: TEMPLAR HOLDINGS, INC. POSITION: Owner, President NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2023 ADDRESS: 9115 176th Street SE, Snohomish WA 98296 DESCRIPTION: Management and decision maker for properties owned, duration and type of lease, general upkeep. Name: TEMPLAR FINANCIAL SERVICES, INCORPORATED POSITION: RR NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 04/03/2023 ADDRESS: 21907 64th Avenue West, Suite 100, Mountlake Terrace WA 98043 DESCRIPTION: Day to day management and product sales/advice. RR Name: TEMPLAR RE HOLDINGS, LLC POSITION: Owner, Manager NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 3001 Bloomsbury Dr, Kissimmee FL 34747, United States DESCRIPTION: Management and decision maker for properties owned, duration and type of lease, general upkeep. Name: COLUSA MASONIC LODGE POSITION: President NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2023 ADDRESS: 311 5th Street, Colusa CA 95932, United States DESCRIPTION: Monthly management of the entity and club. I've purposefully kept myself off of the financial accounts and have no financial authority beyond approval or rejection of expenditures.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-03-28
S63 Uniform Securities Agent State Law Examination 2006-09-21
  • S65 Uniform Investment Adviser Law Examination
    2008-03-28
  • S63 Uniform Securities Agent State Law Examination
    2006-09-21
Designations
Other Names
  • Brent Franklin Arnold
  • Brent Arnold

View on SEC IAPD

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