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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 2024-07-08
  • TX RA
    APPROVED
    Since 2024-07-08

Branch Locations

Austin, TX • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Jacksonville FL 08/2021 06/2022
Conam Property Management Tampa FL 01/2021 08/2021
Greystar Residential Services Seattle WA 05/2020 10/2020
H&H Employment Services Plantation FL 10/2019 05/2020
Cortland Partners Residential Services Apopka FL 01/2019 10/2019
Gables Residential Miami FL 09/2016 01/2019
Nfc Amenity Management Miami FL 03/2016 09/2016
Royal Alliance Associates, Inc. Jersey City NJ 09/2022 06/2024
Unemployed Jacksonville FL 06/2022 09/2022
Kestra Investment Services, Llc Austin TX 06/2024 Present
Kestra Advisory Services, Llc Austin TX 06/2024 Present
  • 08/2021 → 06/2022
    Fidelity Investments
    Jacksonville, FL
  • 01/2021 → 08/2021
    Conam Property Management
    Tampa, FL
  • 05/2020 → 10/2020
    Greystar Residential Services
    Seattle, WA
  • 10/2019 → 05/2020
    H&H Employment Services
    Plantation, FL
  • 01/2019 → 10/2019
    Cortland Partners Residential Services
    Apopka, FL
  • 09/2016 → 01/2019
    Gables Residential
    Miami, FL
  • 03/2016 → 09/2016
    Nfc Amenity Management
    Miami, FL
  • 09/2022 → 06/2024
    Royal Alliance Associates, Inc.
    Jersey City, NJ
  • 06/2022 → 09/2022
    Unemployed
    Jacksonville, FL
  • 06/2024 → Present
    Kestra Investment Services, Llc
    Austin, TX
  • 06/2024 → Present
    Austin, TX
Previous Registrations
Other Businesses

Name: ADMIRAL SECURITY SERVICES POSITION: Security Guard NATURE: Security Guard INVESTMENT RELATED: No # OF HOURS: 96 SECURITIES TRADING HOURS: 0 START DATE: 08/16/2025 ADDRESS: 1211 East 4th Street, na, Austin TX 78701, United States DESCRIPTION: Observe and report property events Perform checklist duties, including review video footage of the property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-25
  • S66 Uniform Combined State Law Examination
    2022-03-25

View on SEC IAPD

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