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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-13 |
| TX | RA | APPROVED | 2023-09-13 |
Branch Locations
1605 Carmody Court Suite 400, Sewickley, PA 15143 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Pittsburgh | PA | 05/2012 | 09/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2023 |
| Kestra Investment Services, Llc | Sewickley | PA | 09/2023 | Present |
| Kestra Private Wealth Services, Llc | Sewickley | PA | 09/2023 | Present |
BN: KINDRED WEALTH PARTNERS POSITION: Operations Director NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/13/2023 ADDRESS: 1603 Carmody Court, Suite 302, Sewickley PA 15143 DESCRIPTION: Money Movements Trade executions Operational assistance BN: TIGHT LINES FINANCIAL MANAGEMENT LLC POSITION: Owner NATURE: Tax Entity INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 09/18/2023 ADDRESS: 1603 Carmody Court, Suite 302, Sewickley PA 15143 DESCRIPTION: Receiving income paying out distributions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-02 |
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