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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 | 2025-09-24 |
| CA | RA | APPROVED | 2025-09-23 |
Branch Locations
800 W. El Camino Real Ste 180, Mountain View, CA 94040 • 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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Menlo Park | CA | 07/2012 | 10/2016 |
| Wells Fargo Advisors, Llc | Palo Alto | CA | 11/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 11/2016 | 11/2022 |
| Stifel Independent Advisors, Llc | Mountain View | CA | 11/2022 | 09/2025 |
| Kestra Investment Services, Llc | Mountain View | CA | 09/2025 | Present |
| Kestra Advisory Services, Llc | Mountain View | CA | 09/2025 | 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: 09/23/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: 335 W. THOMSON AVE LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/26/2024 ADDRESS: 335 W Thomson Ave, Sonoma CA 95476, United States DESCRIPTION: ensure that property is rented and tenant's needs are met. Name: BEACON WEALTH ADVISORY POSITION: Managing Director, Founder NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/23/2025 ADDRESS: 800 West El Camino Real, Ste 180, Mountain View CA 94040, United States DESCRIPTION: Manage the business strategy and growth of Beacon Wealth Advisory, including activities such as managing client relationships, organic client growth, the hiring of other advisors and employees. Name: BILLY BOB AND JOE INVESTMENTS INC. POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2024 ADDRESS: 2918 Croft Dr., San Jose CA 95148, United States DESCRIPTION: There isn't any work related to this as any time invested is in the individual investment property LLCs. Name: TRAVEL HIKE AND EAT POSITION: Owner, founder NATURE: Travel and Hiking Social Group INVESTMENT RELATED: No # OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 08/13/2025 ADDRESS: 2918 Croft Dr., San Jose CA 95148, United States DESCRIPTION: Organize weekend hikes and travel. I also organize 2 trips a year that members can join. I do not charge money for this activity and partner with tour operators that put the trips together and collect the funds to pay for the trips - ie., the members pay for the trips directly to the tour operator. Name: FISCUS BILLING INC. POSITION: 50% owner NATURE: medical billing services INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/24/2025 ADDRESS: 800 W. El Camino Real, Ste 180, Mountain View CA 94040, United States DESCRIPTION: provide financial operating guidance and participate in the strategy and development of the marketing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-18 |
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