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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 | 2025-01-09 |
| NY | RA | APPROVED | 2025-01-08 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Bank | Tacoma | WA | 07/2019 | 12/2019 |
| Community Bank | Multiple | NY | 02/2019 | 07/2019 |
| Citigroup | Buffalo | NY | 05/2018 | 01/2019 |
| Subway | Arcade | NY | 08/2017 | 05/2018 |
| Leroy Country Club | Leroy | NY | 05/2017 | 08/2017 |
| Quality Suites And Waterpark | Batavia | NY | 06/2016 | 05/2017 |
| Applebees | Batavia | NY | 07/2015 | 06/2016 |
| University Of Buffalo | Buffalo | NY | 08/2011 | 01/2020 |
| Lpl Financial, Llc | Olympia | WA | 12/2019 | 12/2024 |
| Financial Advocates Investment Management | Olympia | WA | 01/2020 | 12/2024 |
| Kestra Investment Services, Llc | Autsin | TX | 12/2024 | Present |
| Kestra Advisoryservices, Llc | Austin | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-03 |
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