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Current Employers
Kestra Private Wealth Services, Llc

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-10-21
TX RA APPROVED 2021-10-18
  • FL RA
    APPROVED
    Since 2021-10-21
  • TX RA
    APPROVED
    Since 2021-10-18

Branch Locations

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

2650 N. Military Trail Suite 420, Boca Raton, FL 33431 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Boca Raton FL 07/2015 07/2019
Morgan Stanley Private Bank, National Association New York NY 08/2015 07/2019
Bank Of America, N.A. Boca Raton FL 07/2019 10/2021
Kestra Investment Services, Llc Boca Raton FL 10/2021 Present
Kestra Private Wealth Services, Llc Boca Raton FL 10/2021 Present
  • 07/2015 → 07/2019
    Boca Raton, FL
  • 08/2015 → 07/2019
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 07/2019 → 10/2021
    Bank Of America, N.A.
    Boca Raton, FL
  • 10/2021 → Present
    Kestra Investment Services, Llc
    Boca Raton, FL
  • 10/2021 → Present
    Boca Raton, FL
Previous Registrations
Other Businesses

Bus Name: EAGLE HARBOR ADVISORSPOSITION: Director of Investment Strategies NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 10/18/2021 ADDRESS: 2056 N Military Trl, Suite 130, Boca Raton FL 33431 DESCRIPTION: Portfolio Manager, responsible for all clients' positions and maintaining their portfolios suitable to their risk profile. Due diligence of all investments and investment managers. Make recommendations. Bus Name: GIRISH NAVARE POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 10/31/2022 ADDRESS: 9315 Laurel Green Dr, Boynton Beach FL 33437 DESCRIPTION: Full Fiduciary and Suitability responsibilities. Bus Name: EAGLE HARBOR INSURANCE POSITION: Part business owner NATURE: Insurance INVESTMENT RELATED: Yes, #OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 03/21/2025 ADDRESS: 2650 N Military Trl, Suite 420, Boca Raton FL 33431, United States DESCRIPTION: Offer fixed insurance solutions to appropriate individuals, families, and business owners.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-06
S63 Uniform Securities Agent State Law Examination 2011-04-22
  • S66 Uniform Combined State Law Examination
    2015-11-06
  • S63 Uniform Securities Agent State Law Examination
    2011-04-22
Designations
Other Names
  • Girish P Navare
  • Girish Prakash Navare
  • Girish Navare
  • G Navare

View on SEC IAPD

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