Best Investors Account Sign in
Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-07-27
WA RA APPROVED 2019-06-07
  • TX RA
    APPROVED_RES
    Since 2023-07-27
  • WA RA
    APPROVED
    Since 2019-06-07

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

4200 Nw Fruit Valley Rd, Vancouver, WA 98660 • United States

6424 E. Greenway Pkwy, Scottsdale, AZ 85254 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Investors Corp Phoenix AZ 11/2007 06/2019
Parthenon Properties Llc Phoenix AZ 04/2013 Present
Lepitsa 1 Llc Phoenix AZ 04/2013 Present
Mil Spec Stocks Phoenix AZ 04/2013 Present
First Investors Advisory Services Llc Phoenix AZ 11/2014 06/2019
Columbia Metal Works Vancouver WA 01/2015 Present
Kestra Investment Services, Llc Vancouver WA 06/2019 Present
Kestra Advisory Services, Llc Vancouver WA 06/2019 Present
  • 11/2007 → 06/2019
    First Investors Corp
    Phoenix, AZ
  • 04/2013 → Present
    Parthenon Properties Llc
    Phoenix, AZ
  • 04/2013 → Present
    Lepitsa 1 Llc
    Phoenix, AZ
  • 04/2013 → Present
    Mil Spec Stocks
    Phoenix, AZ
  • 11/2014 → 06/2019
    First Investors Advisory Services Llc
    Phoenix, AZ
  • 01/2015 → Present
    Columbia Metal Works
    Vancouver, WA
  • 06/2019 → Present
    Kestra Investment Services, Llc
    Vancouver, WA
  • 06/2019 → Present
    Vancouver, WA
Previous Registrations
  • 2014-12-01 → 2019-06-06
    Foresters Advisory Services, Llc
    Phoenix, AZ
Other Businesses

Business Name: Mil Spec Stocks, LLC DBA Mil Spec Shooting Investment Related: No Address: 7606 s 9th way Phoenix AZ 85042 Nature of Business: Other Other/None of the Above Order placing, collecting payment, packaging and shipping to retail purchasers Position, Title or Relationship: Owner/President Start Date: 4/19/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Order placing, collecting payment, packaging and shipping to retail purchasers Business Name: Parthenon Properties, LLC Investment Related: No Address: 7606 s 9th way Phoenix AZ 85042 Nature of Business: Real Estate Position, Title or Relationship: Member Start Date: 4/1/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Managing the projects development, collecting rents and/or profits Business Name: Lepitsa 1, LLC Investment Related: No Address: 7011 NE 217th Ave Vancouver WA 98660 Nature of Business: Real Estate Position, Title or Relationship: Landlord Start Date: 11/1/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Landlord Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5705 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: 6/6/2019 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: I have a fiduciary responsibility to provide the best possible resources and services to my clients Business Name: Parthenon Wealth Advisors Investment Related: Yes Address: 4200 NW Fruit Valley Rd Vancouver WA 98660 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: Registered Representative/Investment Advisor Representative Start Date: 6/6/2019 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: To find solutions to people???s financial needs, in order to help them reach their financial goals, and to protect their families and their wealth from unexpected untimely events, market changes, and educate them on important financial decisions like their pensions and social security Business Name: COLOMBIA CLOTHING COPOSITION: Owner - 50% NATURE: Clothing Manufacturing INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/11/2021 ADDRESS: 7011 NE 217th Ave, Vancouver WA 98682, United States DESCRIPTION: Capital Investment to start and operate the shop as well as negotiation of jobs to be completed. Business Name: IGNIS FINANCIAL GROUP POSITION: Registered Representative/Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 80 START DATE: 01/10/2023 ADDRESS: 4200 NW Fruit Valley Rd, Suite A-100, Vancouver WA 98660 DESCRIPTION: To find solutions to people's financial needs, in order to help them reach their financial goals, and to protect theirfamilies and their wealth from unexpected untimely events, market changes, and educate them on important financialdecisions like their pensions and social security

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-31
S63 Uniform Securities Agent State Law Examination 2007-12-15
  • S65 Uniform Investment Adviser Law Examination
    2014-10-31
  • S63 Uniform Securities Agent State Law Examination
    2007-12-15
Other Names
  • Alex Castro

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor