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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED | 2026-01-08 |
Branch Locations
4815 Emperor Blvd Ste 100, Durham, NC 27703 • 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 |
|---|---|---|---|---|
| The Potter Financial Group | Durham | NC | 01/2015 | 12/2025 |
| Kestra Investment Services | Austin | TX | 01/2015 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 05/2018 | 12/2025 |
| Kestra Investment Services, Llc | Durham | NC | 01/2026 | Present |
| Kestra Advisory Services, Llc | Durham | NC | 01/2026 | Present |
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: 01/08/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: BROTMAN FINANCIAL GROUP POSITION: Hybrid Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 01/01/2026 ADDRESS: 16 Greenmeadow Drive, Suite 201, Timonium MD 21093, United States DESCRIPTION: Work directly with clients to assist them with all aspects of holistic financial planning and investment management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-05-14 |
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