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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-03 |
Branch Locations
14135 Midway Road Suite G 110, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Dallas | TX | 12/2006 | Present |
| Hornor Townsend And Kent, Inc | Dallas | TX | 12/2006 | 02/2019 |
| Kestra Investment Services, Llc | Addison | TX | 02/2019 | 03/2026 |
| Kestra Advisory Services, Llc | Addison | TX | 02/2019 | 03/2026 |
| Osaic Wealth | Addison | TX | 01/2026 | Present |
1. GARDNER WALLACE FINANCIAL SOLUTIONS, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/14/2019 ADDRESS: 14135 Midway Rd, Suite G110, Addison TX 75001, United States DESCRIPTION: Insurance sales and service for various carriers. DBA name for financial services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-04-05 |
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