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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_RES | 2025-01-08 |
| MD | RA | APPROVED | 2021-04-13 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
154A North Market Street, Frederick, MD 21701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda | MD | 10/2018 | 04/2021 |
| Whiskey Creek Golf Club | Ijamsville | MD | 03/2019 | 06/2019 |
| Rbc Wealth Management | Washington | DC | 05/2018 | 08/2018 |
| Pb Dye Golf Club | Ijamsville | MD | 07/2013 | 08/2018 |
| Woodmont Grill | Bethesda | MD | 03/2018 | 08/2018 |
| Hood College | Frederick | MD | 08/2015 | 06/2019 |
| Mass Mutual | Rockville | MD | 07/2017 | 08/2017 |
| Bank Of America, N. A. | Bethesda | MD | 08/2019 | 04/2021 |
| Kestra Investment Services, Llc | Frederick | MD | 04/2021 | Present |
| Kestra Advisory Services, Llc | Frederick | MD | 04/2021 | Present |
Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Wealth Management Advisor Start Date: 4/5/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Service existing clients Source and solicit to potential clientsBusiness Name: RS Will Wealth Management Investment Related: Yes Address: 154 A N. Market Street Frederick MD 21704 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Wealth Management Advisor Start Date: 4/5/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: - Source and solicit to potential clients - Service existing clients through investment management and comprehensive financial planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-30 |
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