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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 | 2022-03-03 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
200 E Grayson St Ste 210, San Antonio, TX 78215 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2014 | 03/2022 |
| Kestra Investment Services, Llc | San Antonio | TX | 03/2022 | Present |
| Kestra Advisory Services, Llc | San Antonio | TX | 03/2022 | Present |
Type of business: Airbnb 425 King William, San Antonio, TX 78204 Start date: 08/1/2016 Owner/Airbnb Manager Hours per week: 2 Hours during trading: 0 MAKERS WEALTH MANAGEMENT POSITION: PARTNER NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/03/2022 ADDRESS: 200 EAST GRAYSON ST, SUITE 210, SAN ANTONIO TX 78215, United States DESCRIPTION: MANAGING PARTNER FOR DBA MAKERS WEALTH MANAGEMENT KESTRA ADVISORY SERVICES LLC POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/03/2022 ADDRESS: 5707 SOUTHWEST PKWY, BUILDING 2, SUIITE 400, AUSTIN TX 78735, United States DESCRIPTION: IAR AIRBNB POSITION: OWNER NATURE: SHORT TERM RENTAL INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2016 ADDRESS: 425 King William St., San Antonio TX 78204, United States DESCRIPTION: PROPERTY MANAGER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-20 |
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