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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-27 |
| KS | RA | APPROVED | 2018-08-17 |
Branch Locations
8080 E Central Ave., Wichita, KS 67206 • 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 |
|---|---|---|---|---|
| George K. Baum & Company | Kansas City | MO | 06/2016 | 06/2018 |
| Kestra Investment Services, Llc | Wichita | KS | 06/2018 | Present |
| Kestra Advisory Services, Llc | Wichita | KS | 06/2018 | Present |
Name: Cohlmia Hoover Group Investment Related: Yes Address: 8080 E Central Ave Ste 200 Wichita KS 67206 Nature of Business: Registered Field Assistant; Insurance Position, Title or Relationship: Sales Start Date: 7/2/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Licensed sales of life insurance and long-term care insurance products with continuing education obligations. Name: Fortis Advisors Investment Related: Yes Address: 8080 E Central Ave Suite 200 Wichita KS 67206 Nature of Business: Registered Field Assistant; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Field Assistant Start Date: 9/1/2019 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Assistant to Advisor 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: 06/25/2018 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: LIMESTONE CAPITAL, LLC POSITION: Owner NATURE: LLC for ownership of business assets INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 05/27/2025 ADDRESS: 8080 E Central Ave, Ste 200, Wichita KS 67206, United States DESCRIPTION: Payroll & Taxes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-29 |
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