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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 | 2017-12-05 |
Branch Locations
614 South Capital Of Texas Hwy, Austin, TX 78746 • 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 |
|---|---|---|---|---|
| Lpl Financial | San Diego | CA | 08/2012 | 11/2017 |
| Kestra Financial | Austin | TX | 11/2017 | 03/2019 |
| Griffin Financial Group | Austin | TX | 03/2019 | Present |
| Kestra Investment Services, Llc | Austin | TX | 11/2017 | Present |
| Kestra Advisory Services, Llc | Austin | TX | 11/2017 | Present |
Business Name: Griffin Financial Group Investment Related: Yes Address: 614 S Capital of Texas Hwy Austin TX 78746 Nature of Business: Registered Field Assistant Position, Title or Relationship: Partner, Field Assistant Start Date: 4/1/2019 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Assist advisor in all meetings, prep, follow-up, marketing and learn how to run business, how we invest, etc Business name: CASA WASHA POSITION: owner NATURE: Exterior Cleaning INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: 2500 Steck Ave, 19, Austin TX 78757 DESCRIPTION: Marketing, Accounting, Sales & Operations Business name: WINDWOOD HOLDINGS POSITION: member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2023 ADDRESS: 2500 Steck Ave, 19, Austin TX 78757 DESCRIPTION: Buying, Renting, Selling
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-10 |
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