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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED_RES | 2024-05-14 |
| IL | RA | APPROVED | 2023-03-21 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
745 Mcclintock, Burr Ridge, IL 60527 • United States
Las Vegas, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ultimate Team Posters Inc | Lockport | IL | 11/2015 | 07/2019 |
| Afin Family Wealth Management | Oak Brook | IL | 07/2019 | 03/2023 |
| Cetera Investment Advisers Llc | Oakbrook | IL | 10/2019 | 03/2023 |
| Cetera Investment Services Llc | St. Cloud | MN | 09/2019 | 03/2023 |
| Kestra Investment Services, Llc | Burr Ridge | IL | 03/2023 | Present |
| Kestra Advisory Services, Llc. | Burr Ridge | IL | 03/2023 | Present |
Name: KESTRA ADVISORY SERVICES LLC POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/20/2023 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Provide planning, investment and insurance advice to clients of the firm. Name: BLUE LAKE WEALTH ADVISORS POSITION: Investment Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/20/2023 ADDRESS: 745 McClintock Dr, Burr Ridge IL 60527, United States DESCRIPTION: Client facing advisor, providing planning, investment and insurance services to clients. Name: FIBONACCI ENTERPRISES INC.POSITION: Owner/Manager NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2025 ADDRESS: 855 N May Street, Unit E, Chicago IL 60642, United States DESCRIPTION: Nothing changes with my day to day activities with kestra or for this business. It's simply an entity to keep transactions associated with kestra separate for tax, accounting and liability purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-30 |
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