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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 | 2022-06-10 |
| MA | RA | APPROVED | 2022-05-17 |
Branch Locations
243 King St., Suite 240, Northampton, MA 01060 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Northampton | MA | 10/2020 | Present |
| Amazon Logistics | Holyoke | MA | 05/2020 | 03/2021 |
| Gc Pizza Hut | Belchertown | MA | 06/2017 | 04/2019 |
| Lowe's | Hadley | MA | 09/2021 | 06/2022 |
| C&S Wholesale Grocers | Hatfield | MA | 11/2016 | 01/2017 |
| Sabis International Charter School | Springfield | MA | 06/2011 | 12/2017 |
| University Of Massachusetts Amherst | Amherst | MA | 08/2016 | 05/2019 |
| Unemployed | South Hadley | MA | 06/2019 | 04/2020 |
| Kestra Advisory Services, Llc | Northampton | MA | 04/2022 | Present |
Business Name: NORTHAMPTON FINANCIAL SERVICES POSITION: Field Assistant NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 10/06/2020 ADDRESS: 243 King Street, Suite 240, Northampton MA 01060, United States DESCRIPTION: My duties and obligations include managing internal reports, processing administrative detail, verifying data integrity and accuracy, and entering data into CRM software. Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 04/01/2022 ADDRESS: 243 King Street, Suite 240, Northampton MA 01060, United States DESCRIPTION: Advisory Services Wealth management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-29 |
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