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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 | 2025-08-18 |
| OH | RA | APPROVED | 2025-08-15 |
Branch Locations
137 E. Dublin-Granville Rd, Worthington, OH 43085 • United States
Liberty Township, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 03/2015 | 03/2017 |
| National Financial Services Llc | Boston | MA | 03/2017 | 09/2020 |
| Buckley Financial Planning, Inc | Worthington | OH | 09/2020 | 09/2021 |
| Commonwealth Financial Network | Waltham | MA | 09/2020 | 09/2021 |
| Buckley Financial Planning, Inc | Worthington | OH | 09/2021 | 08/2025 |
| Commonwealth Financial Network | Waltham | MA | 09/2021 | 03/2022 |
| Commonwealth Financial Network | Waltham | MA | 03/2022 | 08/2025 |
| Kestra Advisory Services, Llc | Worthington | OH | 08/2025 | Present |
NAME: ALPCO POSITION: Board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/29/2025 ADDRESS: 24460 Sperry Circle Westlake, Ohio 44145 DESCRIPTION: Support the business and management in making prudent decisions for the interest of the business, its employees, customers and community 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: 08/12/2025 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400 Austin, Texas 78735 DESCRIPTION: IAR NAME: Buckley Financial Planning POSITION: Advisor, Partner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2020 ADDRESS: 137 E. Dublin-Granville Rd. Suite A Worthington, Ohio 43085 DESCRIPTION: I Meet with clients in an advisory relationship and investment management services. I take on roles as it relates to the ongoing operations of the business itself.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-04-27 |
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