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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 | 2026-06-01 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
2323 South Shepherd Dr. Suite 805, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Houston | TX | 05/2026 | Present |
| Kestra Advisory Services, Llc | Houston | TX | 05/2026 | Present |
| Unemployed | Houston | TX | 01/2026 | 05/2026 |
| Wells Fargo Bank Na | Phenix City | AL | 12/2013 | 09/2016 |
| Hertz | Montgomery | AL | 12/2016 | 05/2017 |
| Dollar/Thrifty Rental Car | Houston | TX | 05/2017 | 09/2017 |
| Valic Financial Advisors, Inc. | Houston | TX | 11/2017 | 06/2023 |
| Agia | Houston | TX | 12/2017 | 01/2019 |
| J.P. Morgan Securities Llc | Houston | TX | 07/2023 | 12/2025 |
| Variable Annuity Life Insurance Company | Houston | TX | 01/2019 | 06/2023 |
| Pappas Restaurants, Inc | Houston | TX | 06/2019 | 09/2019 |
| Unemployed | Houston | TX | 10/2016 | 11/2016 |
| Unemployed | Houston | TX | 10/2017 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-11 |
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