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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 | 2025-08-05 |
Branch Locations
16400 Dallas Parkway Suite 310, Dallas, TX 75248 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 04/2018 | 08/2020 |
| Bank Of America, N.A. | Plano | TX | 04/2018 | 08/2020 |
| Maximum Tax Solutions | Dallas | TX | 07/2015 | 04/2018 |
| Brittany Jordan Farmers Insurance | Irring | TX | 06/2017 | 11/2017 |
| Swbc Timberview Ranch | Grand Prairie | TX | 09/2016 | 05/2017 |
| Liv Realty | Frisco | TX | 09/2014 | 09/2016 |
| Stifel Nicolaus & Co Inc | Dallas | TX | 08/2020 | 05/2023 |
| Thrivent Investment Management Inc | Minneapolis | MN | 12/2023 | 05/2024 |
| Thrivent Financial | Appleton | WI | 12/2023 | 05/2024 |
| Homemaker | Dallas | TX | 06/2023 | 12/2023 |
| Kestra Investment Services, Llc | Dallas | TX | 08/2025 | Present |
| Kestra Advisory Services, Llc | Dallas | TX | 08/2025 | Present |
| Homemaker | Dallas | TX | 06/2024 | 07/2025 |
Name: CD WEALTH MANAGEMENT POSITION: Registered Client Service Specialist NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 08/04/2025 ADDRESS: 16400 N Dallas Parkway, Dallas TX 75248, United States DESCRIPTION: Submitting trades, ensuring client paperwork is correct, etc 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: 08/04/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-23 |
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