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2802 Flintrock Trace Suite B109, Lakeway, TX 78738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-01-25 |
| TX | RA | APPROVED_RES | 2022-05-19 |
Branch Locations
Paradise Valley, AZ • United States
2802 Flintrock Trace Suite B109, Lakeway, TX 78738 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Kestra Financial, Inc | San Diego | CA | 03/2014 | 03/2018 |
| Kestra Private Wealth Services, Llc | San Diego | CA | 03/2014 | 03/2018 |
| Coyle Capital, Llc | Austin | TX | 03/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-07 |
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