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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-11 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Palm Beach Gardens, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cary Stamp & Company | Tequesta | FL | 11/2012 | 10/2023 |
| Kestra Investment Services, Llc | Palm Beach Gardens | FL | 10/2023 | Present |
| Kestra Advisory Services, Llc | Palm Beach Gardens | FL | 10/2023 | Present |
Business Name: ROTH WEALTH MANAGEMENT POSITION: RR NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/02/2023 ADDRESS: 16026 72nd Drive North, West Palm Beach FL 33418 DESCRIPTION: RR.Give clients options for solving financial needs Review Policies annually Business Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/02/2023 ADDRESS: 5707 Southwest Parkway, Building 2 STE 400, Austin TX 78735 DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-05 |
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