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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-19 |
| WA | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-21 |
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