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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-24 |
Branch Locations
90 Park Ave Suite 1700, New York, NY 10016 • United States
521 Fifth Avenue, 15Th Floor, New York, NY 10175 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | New York | NY | 04/2016 | 09/2022 |
| Kestra Investment Services, Llc | New York | NY | 01/2016 | 09/2022 |
| Wealthspire Advisors | New York | NY | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-29 |
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