Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-10-17 |
| TX | RA | APPROVED | 2023-10-17 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
308 W Pennsylvania Ave, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Company | Horsham | PA | 07/2015 | 10/2023 |
| Hornor Townsend & Kent Inc | Horsham | PA | 09/2015 | 10/2023 |
| Kestra Investment Services, Llc | Towson | MD | 10/2023 | Present |
| Kestra Advisory Services, Llc | Towson | MD | 10/2023 | 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: 10/13/2023 ADDRESS: 1122 Kenilworth Dr Suite 118, Towson MD 21204 DESCRIPTION: IAR Name: CAPITAL FINANCIAL PARTNERS, LLC POSITION: n/a NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/16/2023 ADDRESS: 1122 Kenilworth Dr Suite 118, Towson MD 21204 DESCRIPTION: n/a Name: KESTRA ADVISORY SERVICES POS: IAR NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/17/2023 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESC: IAR Name: MERIDIAN TAX ADVISORY, LLC POSITION: member of the llc NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/26/2026 ADDRESS: 308 W Pennsylvania Ave, Towson MD 21204, United States DESCRIPTION: marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-24 |
Reach out to this advisor