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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-26 |
| TX | RA | APPROVED_RES | 2024-11-20 |
| NY | RA | APPROVED | 2024-11-19 |
Branch Locations
59 N. Main St, Florida, NY 10921 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | New City | NY | 06/2016 | 10/2016 |
| Myles Wealth Management, Llc | Florida | NY | 10/2016 | 11/2024 |
| Neely Consulting Inc | Florida | NY | 12/2018 | Present |
| Kestra Advisory Services, Llc | Florida | NY | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-28 |
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