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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 | 2025-07-11 |
| NJ | RA | APPROVED | 2024-10-29 |
Branch Locations
4000 Route 66 Suite 123B, Tinton Falls, NJ 08753 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Yardley | PA | 01/2016 | 01/2018 |
| Various Insurance Carriers For W&R Insurance Agencies | Brick | NJ | 01/2016 | 01/2018 |
| Apache Crossfit | Toms River | NJ | 06/2016 | 10/2024 |
| Commonwealth Financial Network | Waltham | MA | 01/2018 | 02/2020 |
| Roundangle Advisors Llc | Red Bank | NJ | 02/2020 | 12/2022 |
| Woodbury Financial Services Inc | Tinton Falls | NJ | 12/2022 | 01/2024 |
| Osaic Wealth, Inc. | Tinton Falls | NJ | 01/2024 | 10/2024 |
| Kestra Investment Services, Llc | Tinton Falls | NJ | 10/2024 | Present |
| Kestra Advisory Services, Llc | Tinton Falls | NJ | 10/2024 | Present |
Business Name: APACHE CROSSFIT POSITION: CrossFit coach NATURE: CrossFit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/06/2016 ADDRESS: 1356 Fischer Blvd., Toms River NJ 08753, United States DESCRIPTION: Coach CrossFit classes 1-2x per week Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 10/30/2024 ADDRESS: 4000 Route 66, Suite 123B, Tinton Falls NJ 07753, United States DESCRIPTION: Manage client investment accounts Business Name: OBSIDIAN WEALTH ADVISORS POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2024 ADDRESS: 4000 Route 66, Suite 123B, Tinton Falls NJ 07753, United States DESCRIPTION: Assist in the sale of term life insurance or fixed annuity business, working directly with clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-28 |
| S65 | Uniform Investment Adviser Law Examination | 2016-05-20 |
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