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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 | 2026-01-12 |
| CO | RA | APPROVED | 2025-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winsupply Of Denver | Denver | CO | 07/2016 | 02/2018 |
| University Of Colorado Boulder | Boulder | CO | 08/2006 | 05/2023 |
| Lifetime Fitness | Westminster | CO | 03/2018 | 06/2018 |
| Jersey Mikes Subs | Westminster | CO | 06/2018 | 08/2018 |
| Under Armour | Thornton | CO | 11/2018 | 01/2020 |
| Fedex | Henderson | CO | 05/2020 | 08/2020 |
| Northwestern Mutual Life Insurance Company | Denver | CO | 05/2021 | 03/2022 |
| Northwestern Mutual Investment Services Llc | Denver | CO | 01/2022 | 03/2022 |
| Private Capital Management | Denver | CO | 05/2022 | 05/2023 |
| Kestra Investment Services, Llc | Lakewood | CO | 06/2023 | Present |
| Kestra Advisory Services, Llc | Lakewood | CO | 08/2025 | Present |
Name: PERSONAL BENEFIT FINANCIAL POSITION: Financial Associate NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/19/2023 ADDRESS: 870 Kipling St., Lakewood CO 80215, United States DESCRIPTION: Help assist advisors in their daily practice. Help clients access their accounts, and help with paperwork. NAME: MY FEDERAL RETIREMENT & BENEFITS POSITION: Assistant NATURE: Seminars for Federal Employees INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 870 Kipling St, Lakewood CO 80215, United States DESCRIPTION: Prepare seminar materials, Present materials. Name: PERSONAL BENEFIT FINANCIAL POSITION: Financial Planner NATURE: Financial Planning through Kestra Advisory Services, LLC INVESTMENT RELATED: No # OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/19/2023 ADDRESS: 870 Kipling St., Lakewood CO 80215, United States DESCRIPTION: Meet with financial planning clients, prepare, and present financial plans to clients. 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: 06/26/2023 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-07 |
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