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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-18 |
| TX | RA | APPROVED | 2026-08-18 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
3625 E. Thousand Oaks Blvd. Suite 138, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Thousand Oaks | CA | 01/2007 | 06/2021 |
| Commonwealth Financial Network | San Diego | CA | 06/2021 | 08/2026 |
| Kestra Investment Services, Llc | Westlake Village | CA | 08/2026 | Present |
| Kestra Advisory Services, Llc | Westlake Village | CA | 08/2026 | Present |
Name: Q&A INSURANCE MARKETING POSITION: Benefits Consultant NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2008 ADDRESS: 50 Oak Ct, Suite 110, Danville CA 94526, United States DESCRIPTION: Q&A Ins Marketing partners with multiple contractor associations in the State of CA. Each Contractor Association is tied to a county region. I specifically serve the Ventura County Contractors Association. Name: PAGANO FINANCIAL GROUP POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 05/09/2007 ADDRESS: 3625 E Thousand Oaks Blvd, Suite 138, Thousand Oaks CA 91362, United States DESCRIPTION: Fiduciary Investment Management Client Services Portfolio Evaluation & Design Retirement & Succession Planning Name: KESTRA ADVISORY SERVICES LLC POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/18/2026 ADDRESS: 5707 Southwest Parkway Bld 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Fiduciary Investment Advisory Services Portfolio Evaluation & Design Retirement & Succession Planning Name: PAGANO FINANCIAL POSITION: Agent NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 05/01/2012 ADDRESS: 3625 E Thoudand Oaks Blvd., Suote 138, Westlake Village CA 91362, United States DESCRIPTION: Sales Rep, Service Client Needs Name: LEAVITT PACIFIC INSURANCE BROKERS INC. POSITION: Benefits Consultant NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2026 ADDRESS: 1570 The Alameda, Suite 101, San Jose CA 95126, United States DESCRIPTION: Leavitt Pacific Insurance Brokers partners with multiple contractor associations in the State of CA. Each Contractor Association is tied to a county region. I specifically serve the Ventura County Contractors Association.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-20 |
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