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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 | 2025-08-06 |
| TX | RA | APPROVED_RES | 2025-08-04 |
Branch Locations
1044 N Irish Rd Suite C, Davison, MI 48423 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Flint | MI | 10/2012 | 07/2018 |
| Jp Morgan Chase Bank, Na | Flint | MI | 01/2018 | 07/2018 |
| Lpl Financial, Llc | Fenton | MI | 07/2018 | 08/2025 |
| Kestra Investment Services, Llc | Davison | MI | 08/2025 | Present |
| Kestra Advisory Services, Llc | Davison | MI | 08/2025 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/27/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: GREEN IVY FINANCIAL POSITION: N/A NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/02/2025 ADDRESS: 1044 N Irish Rd, Suite C, Davison MI 48423, United States DESCRIPTION: N/A Name: IVY ADVISOR GROUP, INC. POSITION: President NATURE: Its the corporation that I use for to conduct business and for tax purposes. INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2018 ADDRESS: 7479 Grand Summit Circle, Davison MI 48423, United States DESCRIPTION: I'm the sole shareholder and operator.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-15 |
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