Best Investors Account Sign in
Current Employers
Kestra Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-10-08
MA RA APPROVED 2025-10-01
  • RI RA
    APPROVED
    Since 2025-10-08
  • MA RA
    APPROVED
    Since 2025-10-01

Branch Locations

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

1 University Avenue Suite 2B, Westwood, MA 02090 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 08/2016 12/2017
Bank Of America, N.A. Lincoln RI 09/2016 11/2017
Lightship Wealth Strategies Newtown Lower Falls MA 12/2017 04/2019
Commonwealth Financial Network Waltham MA 12/2017 10/2025
Kestra Investment Services, Llc Westwood MA 10/2025 Present
Kestra Advisory Services, Llc Westwood MA 10/2025 Present
Previous Registrations
Other Businesses

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: 10/01/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: GRANDVIEW PARTNERS POSITION: Director of Operations NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 10/01/2025 ADDRESS: 1 University Ave, Ste 2B, Westwood MA 02090, United States DESCRIPTION: I manage the day to day operations for Grandview and oversee our Client Service team and all client service items. This includes money movement, RMD's, new accounts, transfers, research, etc. Assist with HR duties and management of staff.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-22
  • S66 Uniform Combined State Law Examination
    2012-08-22
Other Names
  • Lindsey Knapp
  • Lindsey Anne Knapp

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor