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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-14 |
| TX | RA | APPROVED_RES | 2025-03-14 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
11800 Amberpark Drive Suite 240, Alpharettta, GA 30009 • 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 | Pittsburgh | PA | 08/2017 | 02/2018 |
| Federated Investors Inc. | Pittsburgh | PA | 02/2014 | 08/2017 |
| Morgan Stanley Smith Barney Llc | Pittsburgh | PA | 09/2019 | 03/2021 |
| Tristate Capital Bank | Pittsburgh | PA | 08/2019 | 09/2019 |
| Unemployed | Clairton | PA | 02/2018 | 10/2018 |
| Jefferson Regional Medical Center | Pittsburgh | PA | 12/2018 | 07/2019 |
| Kelly Education Services | Pittsburgh | PA | 10/2018 | 01/2020 |
| Merrill Lynch | Atlanta | GA | 06/2021 | 12/2021 |
| J.P. Morgan Securities, Llc | Atlanta | GA | 08/2022 | 02/2025 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 08/2022 | 02/2025 |
| Arthur M Blank Foundation | Atlanta | GA | 02/2022 | 08/2022 |
| Equifax, Inc. | Atlanta | GA | 12/2021 | 03/2022 |
| Clubcorp | Johns Creek | GA | 08/2021 | 12/2021 |
| Impact Clairton | Clairton | PA | 03/2020 | 02/2025 |
| Kestra Investment Services, Llc | Alpharetta | GA | 02/2025 | Present |
| Kestra Advisory Services, Llc | Alpharetta | GA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-08 |
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