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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smith, Frank & Partners, Llc | Dallas | TX | 11/2006 | 07/2026 |
| Kestra Advisory Services, Llc | Dallas | TX | 05/2022 | 07/2026 |
| Kestra Investment Services, Llc | Dallas | TX | 01/2010 | 07/2026 |
| Corient | Dallas | TX | 07/2026 | Present |
Business Name: Smith, Frank & Partners, LLC Investment Related: Yes Address: 5400 LBJ Frwy, Ste 1250 Dallas TX 75240 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: I am an employee of SFP, titled Operations Manger for the investment department, and general Office Manager, as well as serve to assist the Insurance department when needed. Start Date: 3/1/2007 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Process new accounts, assist in underwriting, bookkeeping, admin management, client services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-01 |
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