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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-08 |
| TX | RA | APPROVED_RES | 2024-05-02 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
630 E Highway 260, Payson, AZ 85541 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arizona Respiratory Services | Payson | AZ | 08/2008 | 02/2017 |
| Chaparral Pines Golf Club | Payson | AZ | 03/2017 | 12/2018 |
| Desert Financial Credit Union | Payson | AZ | 01/2019 | 12/2020 |
| Kdi Wealth | Payson | AZ | 01/2021 | 05/2024 |
| Commonwealth Financial Network | Waltham | MA | 02/2021 | 05/2024 |
| Kestra Investment Services, Llc | Payson | AZ | 05/2024 | Present |
| Kestra Advisory Services, Llc | Payson | AZ | 05/2024 | Present |
Business Name: KDI WEALTH MANAGEMENT POSITION: RR NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2021 ADDRESS: 630 E Highway 260, Payson AZ 85541, United States DESCRIPTION: RR Business Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-09 |
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