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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-21 |
| TX | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-22 |
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