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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-12-20 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
5060 Dorsey Hall Drive, Ellicott City, MD 21042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asher Financial Services | Ellicott City | MD | 12/2015 | Present |
| Kestra Advisory Services, Llc | Ellicott City | MD | 12/2021 | Present |
| Kestra Investment Services, Llc | Ellicott City | MD | 12/2015 | Present |
Business Name: Asher Financial Services Investment Related: Yes Address: 5060 Dorsey Hall Drive, Ste. 205 Ellicott City MD 21042 Nature of Business: Tax/Accounting/CPA Position, Title or Relationship: Assistant Start Date: 12/1/2015 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: Administrative assistant Business Name: ASHER FINANCIAL SERVICES, CPAS POSITION: Admin Assistant NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 64 START DATE: 12/01/2015 ADDRESS: 5060 Dorsey Hall Drive, Suite 205, Ellicott City MD 21042, United States DESCRIPTION: Scheduling tax meetings, preparation of individual tax returns, billing of tax clients for tax services, maintenance of client tax documents.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-10 |
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