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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-01-29 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1950 W Littleton Blvd Unit 115, Littleton, CO 80120 • United States
Longmont, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Financial Services | Littleton | CO | 08/2015 | Present |
| Sagepoint Financial, Inc. | Littleton | CO | 09/2015 | 01/2020 |
| Kestra Financial, Inc. | Littleton | CO | 01/2020 | Present |
| Pursuit Wealth Planning | Littleton | CO | 01/2020 | Present |
Business Name: PURSUIT WEALTH PLANNINGPOSITION: Co-President NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 01/08/2020 ADDRESS: 1950 W Littleton Blvd, Unit 115, Littleton CO 80120 DESCRIPTION: DBA only Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Financial Planner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 01/08/2020 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400 78735, Austin TX 78735 DESCRIPTION: Support in providing IA services to clients Business Name: PURSUIT, LLC. POSITION: Co-President NATURE: Firm Operations INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 105 START DATE: 01/08/2020 ADDRESS: 1950 W Littleton Blvd, Unit 115, Littleton CO 80120 DESCRIPTION: Running firm management duties. Payroll, HR, taxes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-22 |
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