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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 |
| FL | RA | APPROVED | 2022-02-09 |
Branch Locations
8245 Devereux Drive Suite 103, Melbourne, FL 32940 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
2420 S. Lakemont Ave Suite120, Orlando, FL 32814 • United States
320 High Tide Drive Unit 201B, St. Augustine, FL 32080 • United States
1950 Ringling Blvd Suite 403, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities | Orlando | FL | 11/2015 | 01/2022 |
| Kestra Investment Services, Llc | Melbourne | FL | 01/2022 | Present |
| Kestra Advisory Services, Llc | Melbourne | FL | 01/2022 | Present |
UNITED HEALTHCARE POSITION; Not Investment Related; 2420 S Lakemont Ave, Ste 120, Orlando, FL 32814; Start-08/2019; 2 HPM; Enrolling customers in suitable medicare plans that meet their needs. KESTRA ADVISORY SERVICES POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/31/2022 ADDRESS: 5707 Southwest Parkway Building 2 Ste. 400, Suite 120, Austin TX 78735, United States DESCRIPTION: Financial Planning and Advice in a fiduciary capacity. SECURITY FINANCIAL MANAGEMENT POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/01/2022 ADDRESS: 2420 S. Lakemont Ave, Suite 120, Orlando FL 32814, United States DESCRIPTION: use as needed throughout financial planning process and only if in best interest of client.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-23 |
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