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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-27 |
Branch Locations
54 Friends Lane Suite 112, Newtown, PA 18940 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2009 | 01/2026 |
| Jcl Financial Group, Llc | Newton | PA | 09/2014 | 01/2026 |
| Kestra Investment Services, Llc | Newtown | PA | 01/2026 | Present |
| Kestra Advisory Services, Llc | Newtown | PA | 01/2026 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/22/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: JCL FINANCIAL GROUP, LLC POSITION: IAR NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/22/2026 ADDRESS: 54 Friends Lane, Suite 112, Warrington PA 18940, United States DESCRIPTION: Financial planning combined with risk assessment to determine the resulting investment plan. Selecting and monitoring investments and the asset allocation including rebalancing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-23 |
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