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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 | 2025-07-31 |
| TX | RA | APPROVED_RES | 2025-07-31 |
Branch Locations
303 West Main Street Suite 410, Freehold, NJ 07728 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Lavista | NE | 03/2010 | 09/2016 |
| Commonwealth Financial Network | Waltham | MA | 09/2016 | 07/2025 |
| Dynasty Advisors Llc Wealth Management | Iselin | NJ | 09/2016 | 07/2025 |
| Kestra Investment Services Llc | Freehold | NJ | 07/2025 | Present |
| Kestra Advisory Services, Llc | Freehold | NJ | 07/2025 | 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: 07/30/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: MICHAEL FISH POSITION: Coach NATURE: Coaching INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2025 ADDRESS: 7 Brentwood terrace, Middletown NJ 07748, United States DESCRIPTION: Coaching ice hockey Name: DYNASTY ADVISORS LLC FIXED INSURANCE POSITION: Sales director NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 06/02/2025 ADDRESS: 303 west Main Street, Freehold NJ 07728, United States DESCRIPTION: Lead agent in the office Name: DYNASTY ADVISORS POSITION: Sales agent NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: No # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/28/2025 ADDRESS: 303 west Main Street, Suite 410, Freehold NJ 07728, United States DESCRIPTION: registered rep activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-06 |
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