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Kestra Advisory Services, LLC CRD 283330
$79.8B regulatory AUM 6,392 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-12-23 |
| TX | RA | APPROVED | 2022-03-29 |
Branch Locations
Prairie Village, KS • 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 |
|---|---|---|---|---|
| Umb Financial Services Inc | Kansas City | MO | 08/2013 | 10/2019 |
| Edward Jones | St Louis | MO | 10/2019 | 03/2022 |
| Kestra Investment Services, Llc | Prairie Village | KS | 03/2022 | Present |
| Kestra Advisory Services, Llc | Prairie Village | KS | 03/2022 | Present |
BOTAR POSITION: Finance chairman NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 6320 Brookside Plaza, Suite 130, Kansas City MO 64113, United States DESCRIPTION: The main purpose of my position is go through the budget for BOTAR's fiscal year. Our committee supports the treasurer and president of the organization when they have questions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-05 |
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