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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 | 2022-02-17 |
| TX | RA | APPROVED_RES | 2022-02-02 |
Branch Locations
8245 Devereux Drive Suite 103, Melbourne, FL 32940 • United States
2420 S. Lakemont Ave Suite 120, Orlando, FL 32814 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Orlando | FL | 05/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 02/2019 |
| Proequities, Inc. | Orlando | FL | 02/2019 | 01/2022 |
| Kestra Investment Services, Llc | Orlando | FL | 01/2022 | Present |
| Kestra Advisory Services, Llc | Orlando | FL | 01/2022 | Present |
(dba) SECURITY FINANCIAL MANAGEMENT; Investment Related; 2420 S Lakemont Ave #120, Orlando FL 32814; Financial Advisor; Start-02/2019; 128 HPM; Advise clients on financial matters and provide them with financial solutions. NAME: RAMSEY FINANCIAL PLANNING LLC; Investment Related; 435 Old Geneva Rd, Geneva, FL 32732; Owner; Start-05/2019; 0 HPM; Created LLC for tax purposes. Compensation received from Security Financial Management goes into LLC and out as payroll. NAME: KESTRA ADVISORY SERVICES POSITION: na NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2022 ADDRESS: 5707 Southwest Parkway Building 2 Ste. 400, Austin TX 78735, United States DESCRIPTION: na NAME: SECURITY FINANCIAL MANAGEMENT POSITION: na NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2022 ADDRESS: 2420 S Lakemont Ave #120, Orlando FL 32814, United States DESCRIPTION: na NAME: RAMSEY FINANCIAL PLANNING LLC POSITION: Member NATURE: Pass Through INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/19/2019 ADDRESS: 435 Old Geneva Rd, Geneva FL 32732, United States DESCRIPTION: Compensation received from Kestra "passes through" Personal account and is immediately deposited into Corp account. Then RFP LLC pays salary and and expenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-30 |
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