Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-03 |
| GA | RA | APPROVED | 2026-02-23 |
| PA | RA | APPROVED | 2016-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renassance Benefit Advisers | Jamison | PA | 03/2012 | Present |
| Kestra Advisory Services, Llc | Warrington | PA | 04/2016 | Present |
| Kestra Investment Services, Llc | Warrington | PA | 10/2012 | Present |
Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: NFP Executive Benefits My Deferral Investment Related: Yes Address: 2500 York Road Jamison PA 18929 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC; Other TPA Position, Title or Relationship: Employee Start Date: 3/1/2012 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: I manage institutional relationships and conduct direct sales to retirment plan advisors Business Name: JOY OF LEARNING COLLABORATIVE INC POSITION: Board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 08/04/2022 ADDRESS: 7015 Route 9, Rhinebeck NY 12572 DESCRIPTION: Providing advice and guidance to the organization on general business needs. Helping with fundraising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-08 |
Reach out to this advisor