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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-19
  • TX RA
    APPROVED
    Since 2024-11-19

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

6565 N Macarthur Blvd Suite 460, Irving, TX 75039 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lantana Golf Club Lantana TX 05/2016 01/2020
Lewisville Isd Flower Mound TX 08/2016 06/2017
Marty B's Backyard Barbecue Bartonville TX 05/2018 08/2018
Fidelity Investments Westlake TX 06/2021 02/2024
Flower Mound High School Flower Mound TX 08/2013 05/2017
University Of Arkansas Fayetteville AR 08/2017 05/2021
Doordash Lantana TX 05/2019 04/2021
Strategic Wealth Designers Dallas TX 02/2024 09/2024
Kestra Investment Services, Llc Irving TX 11/2024 Present
Kestra Advisory Services, Llc Irving TX 11/2024 Present
  • 05/2016 → 01/2020
    Lantana Golf Club
    Lantana, TX
  • 08/2016 → 06/2017
    Lewisville Isd
    Flower Mound, TX
  • 05/2018 → 08/2018
    Marty B's Backyard Barbecue
    Bartonville, TX
  • 06/2021 → 02/2024
    Fidelity Investments
    Westlake, TX
  • 08/2013 → 05/2017
    Flower Mound High School
    Flower Mound, TX
  • 08/2017 → 05/2021
    University Of Arkansas
    Fayetteville, AR
  • 05/2019 → 04/2021
    Doordash
    Lantana, TX
  • 02/2024 → 09/2024
    Strategic Wealth Designers
    Dallas, TX
  • 11/2024 → Present
    Kestra Investment Services, Llc
    Irving, TX
  • 11/2024 → Present
    Irving, TX
Previous Registrations
Other Businesses

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: 10/30/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Business Name: HALCYON WEALTH ADVISORS POSITION: 401k Relationship Manager NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/30/2024 ADDRESS: 6565 N MacArthur Blvd Suite 460, Irving TX 75039, United States DESCRIPTION: Overseeing and coordinating all aspects of retirement plans on a daily basis. Ensure client satisfaction and expand relationships with plan sponsors and participants, thereby enhancing the value Halcyon provides to its clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-29
  • S66 Uniform Combined State Law Examination
    2022-03-29
Other Names
  • Andrew Blake Janni
  • Andrew Janni

View on SEC IAPD

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