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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-23 |
Branch Locations
9515 Deereco Rd Suite 208, Timonium, MD 21093 • United States
Baltimore, MD • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Annapolis | MD | 06/2015 | 01/2017 |
| Brown Advisory | Baltimore | MD | 02/2017 | 09/2018 |
| Brown Advisory Securities, Llc | Baltimore | MD | 09/2018 | 07/2022 |
| T. Rowe Price | Baltimore | MD | 12/2022 | 02/2024 |
| Unemployed | Baltimore | MD | 08/2022 | 12/2022 |
| T. Rowe Price | Owings Mills | MD | 02/2024 | 12/2025 |
| Kestra Investment Services, Llc | Timonium | MD | 01/2026 | Present |
| Kestra Advisory Services, Llc | Timonium | MD | 01/2026 | Present |
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: 01/14/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: JLB WEALTH MANAGEMENT GROUP POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/14/2026 ADDRESS: 9515 Deereco Rd, Suite 208, Timonium MD 21093, United States DESCRIPTION: Financial Planner, Investment Advising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-01 |
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