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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-03
GA RA APPROVED 2026-02-23
PA RA APPROVED 2016-04-18
  • TX RA
    APPROVED_RES
    Since 2026-03-03
  • GA RA
    APPROVED
    Since 2026-02-23
  • PA RA
    APPROVED
    Since 2016-04-18

Branch Locations

Roswell, GA • United States

2500 York Rd Ste. 210, Jamison, PA 18929 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2012 → Present
    Renassance Benefit Advisers
    Jamison, PA
  • 04/2016 → Present
    Warrington, PA
  • 10/2012 → Present
    Kestra Investment Services, Llc
    Warrington, PA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-02-08
  • S66 Uniform Combined State Law Examination
    2013-02-08

View on SEC IAPD

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