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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 | 2026-06-29 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
3610 Shire Blvd Suite 212, Richardson, TX 75082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Young Life | Colorado Springs | CO | 02/2001 | 01/2019 |
| Kilns College | Bend | OR | 01/2019 | 05/2020 |
| Ameriprise Financial Services, Llc | The Woodlands | TX | 01/2020 | 08/2024 |
| Ameriprise Financial Services, Llc | Richardson | TX | 08/2024 | 07/2025 |
| Ameriprise Financial Services, Llc | Richardson | TX | 07/2025 | 06/2026 |
| Kestra Investment Services Llc | Richardson | TX | 06/2026 | Present |
| Kestra Advisory Services Llc | Richardson | TX | 06/2026 | 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: 06/29/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: ECCLESIASTES WEALTH PARTNERS POSITION: Director of Financial Planning NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/29/2026 ADDRESS: 3610 Shire Blvd, Ste 212, Richardson TX 75082, United States DESCRIPTION: Assisting clients with their financial and investment goals and planning. Name: UBUNTU OPERATIONS LLC POSITION: Director of Financial Planning NATURE: LLC that pays EWP Advisors INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/29/2026 ADDRESS: 3610 Shire Blvd, Ste 212, Richardson TX 75082, United States DESCRIPTION: None. Disclosed Separately Name: ECCLESIASTES RISK MANAGEMENT POSITION: Producer NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/29/2026 ADDRESS: 3610 Shire Blvd, Suite 212, Richardson TX 75082, United States DESCRIPTION: provide insurance options for clients I service. any compensation for any insurance products will be paid to Ecclesiastes Risk Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-26 |
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