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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 | 2017-11-10 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Lago Vista, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 07/2015 | 08/2017 |
| M Holdings Securities | Portland | OR | 09/2017 | 10/2017 |
| Erben Associates | Austin | TX | 09/2017 | 10/2017 |
| Kestra Investment Services, Llc | Austin | TX | 11/2017 | Present |
| Kestra Advisory Services, Llc | Austin | TX | 11/2017 | Present |
Business Name: Central Texas Drone Services Investment Related: No Address: 3002 Marshall Avenue Lago Vista TX 78645 Nature of Business: Other Other/None of the Above Not associated with those categories listed above Position, Title or Relationship: Owner Start Date: 3/4/2021 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: To provide high quality photos and videos of properties that are being marketed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-24 |
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