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5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-22 |
Branch Locations
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
200 Pringle Avenue Suite 555 , Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial, Inc. | Walnut Creek | CA | 05/2026 | Present |
| Bedell Frazier Investment Consulting | Walnut Creek | CA | 01/2015 | 05/2026 |
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