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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-08-28 |
Branch Locations
105 Robins Way Ste 205, Russelville, KY 42276 • 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 | Russellville | KY | 07/2021 | Present |
| Big Lots | Bowling Green | KY | 08/2020 | 04/2021 |
| Chick-Fil-A | Bowling Green | KY | 08/2019 | 12/2019 |
| First Southern National Bank | Russellville | KY | 08/2018 | 05/2019 |
| Logan County Landscape Supply | Russellville | KY | 05/2019 | 08/2019 |
| Western Kentucky University | Bowling Green | KY | 08/2019 | 05/2022 |
| Dairy Queen | Russellville | KY | 12/2016 | 04/2017 |
| Russellville Independent School System | Russellville | KY | 08/2013 | 08/2019 |
| Kestra Advisory Services, Llc | Russellville | KY | 08/2025 | Present |
Name: LEVINE GROUP POSITION: Employee NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/23/2023 ADDRESS: 105 Robins Way, Suite 205, Russellville KY 42276 DESCRIPTION: Support the advisor through account establishment, gathering forms, contacting clients, scheduling appointments, taking notes during meetings, CRM and tech support. Name: JAVIER CANALES-BULLOCK POSITION: Owner/Landlord NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2024 ADDRESS: 205 Gladdish Court, Russellville KY 42276, United States DESCRIPTION: - General maintenance, Record keeping, Rent collection, Ensuring the mortgage, taxes, and insurance are paid and up-to-date Name: NFP, AN AON COMPANY POSITION: Employee NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/14/2025 ADDRESS: 105 Robins Way, Suite 205, Russellville KY 42276, United States DESCRIPTION: Support the advisor through account establishment, gathering forms, contacting clients, scheduling appointments, taking notes during meetings, CRM and tech support.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-24 |
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