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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-04 |
| FL | RA | APPROVED | 2025-05-21 |
Branch Locations
304 S. Harbor City Blvd. Suite 200, Melbourne, FL 32901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Viera | FL | 05/2016 | 07/2019 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 08/2019 | 05/2025 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 08/2019 | 05/2025 |
| Kestra Private Wealth Services, Llc | Melbourne | FL | 05/2025 | Present |
| Kestra Investment Services, Llc | Melbourne | FL | 05/2025 | 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: 05/19/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: THREE BRIDGES PLANNING POSITION: Certified Financial Planner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 05/19/2025 ADDRESS: 304 S Harbor City Blvd, Ste 200, Melbourne FL 32901, United States DESCRIPTION: Financial Advice and Planning Name: MELBOURNE REGIONAL CHAMBER POSITION: Ambassador NATURE: Volunteer INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2025 ADDRESS: 1135 W. NASA Blvd., Suite 103, Melbourne FL 32901, United States DESCRIPTION: Help onboard new chamber members participate in chamber events Name: BREVARD ALZHEIMER'S FOUNDATION POSITION: Treasurer, board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2025 ADDRESS: 4646 N Wickham Rd, Melbourne FL 32935, United States DESCRIPTION: Attend board meetings Chair the finance committee treasurer help with overall growth of the organization
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-17 |
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