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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_RES | 2025-10-01 |
| NJ | RA | APPROVED | 2025-09-25 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1099 Mount Kemble Ave Suite 2B, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schneider Financial Management Llc | Parsippany | NJ | 01/2016 | 09/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2016 | 09/2025 |
| Kestra Investment Services, Llc | Morristown | NJ | 09/2025 | Present |
| Kestra Advisory Services, Llc | Morristown | NJ | 09/2025 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/26/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: SCHNEIDER & COMPANY CERTIFIED PUBLIC ACCOUNTANTS, PC POSITION: Employee NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/12/2017 ADDRESS: 1099 Mount Kemble Ave, Suite 2B, Morristown NJ 07960, United States DESCRIPTION: No specific duties for accounting services, however an allocation from this common pay master for which I receive an allocation payroll for services provided to Warren Schneider, a Kestra advisor. Name: JONATHAN DAYTON HIGH SCHOOL PTSO POSITION: Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 139 Mountain Ave, Springfield NJ 07081, United States DESCRIPTION: I maintain the budget and books and records for the PTSO Name: VACATION OWNERSHIP INTEREST POSITION: Timeshare owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/08/2022 ADDRESS: 6902 E Greenway Pkwy, Scottsdale AZ 85254, United States DESCRIPTION: My husband and I own a timeshare in Scottsdale, Arizona that we usually rent out (using Redweek.com). Name: SCHNEIDER FINANCIAL MANAGEMENT POSITION: Wealth Management Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 01/01/2017 ADDRESS: 1099 Mount Kemble Road, Morristown NJ 07960, United States DESCRIPTION: Financial advisor and financial planner for 150+ households
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-18 |
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