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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 | 2023-07-26 |
| KS | RA | APPROVED | 2022-06-23 |
Branch Locations
1223 North Rock Rd Suite G300, Wichita, KS 67206 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2015 | 06/2022 |
| Kestra Investment Services, Llc | Wichita | KS | 06/2022 | Present |
| Kestra Advisory Services, Llc | Wichita | KS | 06/2022 | Present |
Name: HERNDON HOLDINGS POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2021 ADDRESS: 1212 N. Bitting, Wichita KS 67203, United States DESCRIPTION: Finding renters, contacting repairment. Name: SABRE WEALTH MANAGEMENT POSITION: Principal NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/23/2022 ADDRESS: 1223 N Rock Rd Suite G300, Wichita KS 67206, United States DESCRIPTION: This is my DBA for my financial practice where I meet with clients. Name: KESTRA ADVISORY SERVICES, LLC POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/23/2022 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Financial Advisor under KAS Name: WICHITA METRO CRIME COMMISSION POSITION: Board Member NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2026 ADDRESS: 100 S Main St, Wichita KS 67202, United States DESCRIPTION: Voting on new activities and membership, helping prepare for events.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-04-23 |
| S65 | Uniform Investment Adviser Law Examination | 2012-09-10 |
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