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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-06-10 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
400 West Fourth Street Suite 300, Royal Oak, MI 48067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 01/2010 | 06/2019 |
| Cambridge Consulting Group | Royal Oak | MI | 09/2012 | Present |
| Kestra Investment Services, Llc. | Royal Oak | MI | 06/2019 | Present |
| Kestra Advisory Services, Llc. | Royal Oak | MI | 06/2019 | Present |
Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 6/7/2019 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: Investment Advisor Representative Name: Cambridge Consulting Group, LLC DBA NFP Investment Related: Yes Address: 400 West Fourth Street, Suite 300 Royal Oak MI 48067 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: Investment Advisor Representative Start Date: 6/7/2019 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Sales Name: Red Run Golf Club Investment Related: No Address: 2036 Rochester Road Royal Oak MI 48073 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: I was recently elected as a member of the board of directors. Start Date: 1/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: As a director of the club, I will work with the staff to make decisions on the future of the club and ensure day to day management of the club suits the memberships needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-19 |
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