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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-06-08 |
| TX | RA | APPROVED_RES | 2022-06-06 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Grandview, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Overland Park | KS | 07/2015 | 08/2021 |
| Rockhill Grill | Kansas City | MO | 12/2018 | 12/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2021 | 04/2022 |
| Ae Financial Services, Llc | Topeka | KS | 10/2021 | 04/2022 |
| Msec, Llc | Overland Park | KS | 04/2022 | 05/2022 |
| Mariner Wealth Advisors | Overland Park | KS | 04/2022 | 05/2022 |
| Kestra Investment Services, Llc | Austin | TX | 05/2022 | Present |
| Kestra Advisory Services, Llc | Austin | TX | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-18 |
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