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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 | 2021-12-03 |
| NJ | RA | APPROVED | 2021-09-09 |
| NY | RA | APPROVED | 2021-09-08 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
45 Eisenhower Dr Ste 550, Paramus, NJ 07652 • United States
Wyckoff, NJ • United States
3 Times Square, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 03/2020 | 08/2021 |
| Robert Half International | Denver | CO | 09/2017 | 02/2020 |
| Grant Thornton Llp | Denver | CO | 10/2015 | 08/2017 |
| Bank Of America, N.A. | Denver | CO | 06/2020 | 08/2021 |
| Kestra Investment Services Llc | Paramus | NJ | 09/2021 | Present |
| Kestra Advisory Services Llc | Paramus | NJ | 09/2021 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 06/21/2022 ADDRESS: 45 Eisenhower Drive, Suite 550, Paramus NJ 07652 DESCRIPTION: Duties are the same with Kestra Advisory Services as with our normal practice. Name: KRIM ASSOCIATES POSITION: Financial advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: No # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 09/09/2021 ADDRESS: 45 Eisenhower Drive, Suite 550, Paramus NJ 07652, United States DESCRIPTION: putting together financial plans NAME: CLARIS ADVISORS, LLC POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/23/2022 ADDRESS: 45 Eisenhower Drive, Suite 550, Paramus NJ 07652, United States DESCRIPTION: As a financial advisor, I am responsible for generating new business and managing our clients investments through Kestra, as well as doing retirement, estate, business and insurance planning. Through our insurance practice with Partners Financial, we are actively involved in selling life insurance and disability insurance to clients. We are registered agents with all major insurance carriers and utilize different carriers for each client depending on who is the most competitive and has the best offerings and policy for that client.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-23 |
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