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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-27 |
| NJ | RA | APPROVED | 2016-04-21 |
Branch Locations
375 Passaic Ave, Fairfield, NJ 07004 • United States
2 Pomperaug Office Park Ste 301, Southbury, CT 06488 • 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 |
|---|---|---|---|---|
| Kestra Investment Services, Llc. | Fairfield | NJ | 05/2011 | Present |
| Kestra Advisory Services, Llc. | Fairfield | NJ | 04/2016 | Present |
Business Name: Fixed Insurance Investment Related: Yes Address: 375 Passaic Ave Suite 100 Fairfield NJ 07004 Nature of Business: Insurance Position, Title or Relationship: Other,Various Insurance Companies Start Date: 5/9/2011 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Provide insurance solutions to clients.Business Name: US Financial Services, LLC Investment Related: Yes Address: 375 Passaic Ave. Fairfiled NJ 07004 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: Financial Advisor Start Date: 5/19/2011 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Working with clients in regards to their financial planning needs.Business 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: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory servicesBusiness Name: Clark Soccer Club Investment Related: No Address: PO Box 904 CLARK NJ 07066 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Executive Board Member Start Date: 6/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I will be in charge of running the town recreation soccer program.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-28 |
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