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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 | 2025-08-15 |
| OH | RA | APPROVED | 2025-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird & Co | Akron | OH | 08/2003 | 09/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canton | OH | 09/2018 | 07/2021 |
| Stifel Nicolaus & Co Inc | Canton | OH | 07/2021 | 07/2022 |
| Ameriprise Financial Services, Llc | Canton | OH | 08/2022 | 08/2025 |
| Kestra Investment Services, Llc | Canton | OH | 08/2025 | Present |
| Kestra Advisory Services, Llc | Canton | OH | 08/2025 | 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: 07/25/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: WASHINGTON TOWNSHIP VOLUNTEER FIRE DEPARTMENT POSITION: Firefighter/EMT NATURE: Volunteer Firefighter/EMT INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 5843 Beechwood Ave, Alliance OH 44601, United States DESCRIPTION: I respond to fires, accidents, and medical calls when I am available. This is 100% volunteer, no service time is required or scheduled.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-07 |
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