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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 | 2023-08-01 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
8613 Mid Citis Blvd Ste 100, North Richland Hills, TX 76182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cromer Family Financial | North Richland Hills | TX | 05/2018 | 08/2023 |
| University Of Texas At Dallas | Richardson | TX | 12/2016 | 05/2018 |
| Chick-Fil-A | Euless | TX | 11/2015 | 12/2016 |
| Woodbury Financial Services Inc | North Richland Hills | TX | 06/2021 | 08/2023 |
| Kestra Investment Services | North Richland Hills | TX | 08/2023 | Present |
| Kestra Advisory Services | North Richland Hills | TX | 08/2023 | Present |
Business Name: CROMER FAMILY FINANCIAL POSITION: Field Assistant NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 45 START DATE: 08/01/2023 ADDRESS: 8613 Mid Cities Blvd., Suite 100, North Richland Hills TX 76182 DESCRIPTION: My two primary roles are customer service and administrative activities. Business Name: KESTRA ADVISORY SERVICES POSITION: Field Assistant NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 75 START DATE: 08/01/2023 ADDRESS: 5707 Southwest Parkway, Buidling 2, Austin TX 78735 DESCRIPTION: My primary roles are customer service and administrative activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-10 |
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