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5707 Southwest Parkway, Building 2, Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-17 |
Branch Locations
San Antonio, TX • United States
5707 Southwest Parkway, Building 2, Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds | San Antonio | TX | 02/2016 | 04/2020 |
| American Funds | San Antonio | TX | 04/2020 | 09/2021 |
| Paychex, Inc | Austin | TX | 10/2021 | 07/2023 |
| Paychex Securities Corporation | Austin | TX | 10/2021 | 07/2023 |
| Brinker Capital Securities, Llc | Berwyn | PA | 08/2023 | 08/2025 |
| Orion Portfolio Solutions, Llc | Omaha | NE | 08/2023 | 08/2025 |
| Kestra Investment Management, Llc. | Austin | TX | 09/2025 | Present |
| Kestra Investment Services, Llc | Austin | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-28 |
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