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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
Liberty Township, OH • United States
137 E Dublin Granville Road, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | West Chester | OH | 02/2011 | 05/2020 |
| Securities America Advisors | Lavista | NE | 03/2011 | 05/2020 |
| Commonwealth Financial Network | Waltham | MA | 05/2020 | 03/2022 |
| Buckley Financial Planning, Llc | Worthington | OH | 05/2011 | 08/2025 |
| Commonwealth Financial Network | Waltham | MA | 03/2022 | 08/2025 |
| Kestra Advisory Services, Llc | Columbus | OH | 08/2025 | Present |
NAME: Kestra Advisory Services POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/12/2025 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400 Austin, Texas 78735 DESCRIPTION: IAR; NAME: The Good Eye Ministry Inc POSITION: Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 176 E New England Ave Worthington, Ohio 43085 DESCRIPTION: As Treasurer, I serve in a volunteer capacity to oversee the finances of the nonprofit ministry. My responsibilities include: Maintaining custody of organizational funds through the designated bank account. Ensuring accurate recordkeeping of contributions and disbursements. Coordinating with the Finance & Administrative Committee to provide transparency to members. Assisting with annual filings (IRS Form 990-N and Ohio Attorney General charitable registration). Reporting financial activity at board meetings. I do not receive any compensation for this role, and all activities are limited to governance and administration of the nonprofit.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-24 |
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