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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_RES | 2025-01-08 |
| MD | RA | APPROVED | 2024-11-19 |
Branch Locations
154A North Market Street, Frederick, MD 21701 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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 |
|---|---|---|---|---|
| Bb&T Bank | Frederick | MD | 08/2014 | 01/2019 |
| Bb&T Investment Services, Inc. | Charlotte | NC | 09/2014 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Frederick | MD | 01/2019 | 02/2021 |
| Kestra Investment Services Llc | Frederick | MD | 05/2024 | Present |
| Kestra Advisory Services Llc | Frederick | MD | 05/2024 | Present |
| Truist Investment Services, Inc. | Frederick | MD | 02/2021 | 04/2024 |
| Truist Advisory Services, Inc. | Frederick | MD | 02/2021 | 04/2024 |
Business Name: D&J HOLDINGS POSITION: partner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2017 ADDRESS: 1109 East Patrick Street, Frederick MD 21701, United States DESCRIPTION: I have zero duties to this business/partnership. I help my friend and partner get approved for the loan to acquire the property. as my partner is a tenant then as well, he collects all payments and negotiates the leases. Business Name: KESTRA ADVISORY SERVICES POSITION: financial advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/05/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: same as 1.13 Business Name: RS WILL WEALTH MANAGEMENT POSITION: financial advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/04/2024 ADDRESS: 154 N Market St Side A, Frederick MD 21701, United States DESCRIPTION: planning, investments, insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-15 |
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