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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 | 2025-08-01 |
| TX | RA | APPROVED | 2025-07-31 |
Branch Locations
303 West Main Street Suite 410, Freehold, NJ 07728 • 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 |
|---|---|---|---|---|
| Securities America, Inc. | Iselin | NJ | 08/2008 | 09/2016 |
| Securities America Advisors, Inc. | Iselin | NJ | 08/2008 | 09/2016 |
| Everbank | Iselin | NJ | 02/2009 | 07/2025 |
| Commonwealth Financial Network | Waltham | MA | 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: 08/01/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: DYNASTY ADVISORS LLC POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 07/31/2005 ADDRESS: 303 West Main St, Ste 410, Freehold NJ 07728, United States DESCRIPTION: Full service financial planning from information gathering to recommendations, allocations and investment monitoring. Also provide comprehensive financial planning. Name: DYNASTY ADVISORS, LLC FIXED INSURANCE POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2005 ADDRESS: 303 West Main Street, Suite 410, Freehold NJ 07728, United States DESCRIPTION: Provide life and health insurance policies to clients who need them.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-25 |
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