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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-28 |
Branch Locations
955 Chesterbrook Blvd, Suite 310, Wayne, PA 19087 • 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 |
|---|---|---|---|---|
| Bloomsburg University | Bloomsburg | PA | 08/2015 | 05/2019 |
| Lincoln Investment | Jenkintown | PA | 06/2018 | 08/2018 |
| Woodlyn Crossing Homeowners Association | Langhorne | PA | 05/2015 | 08/2017 |
| Unemployed | Langhorne | PA | 05/2019 | 08/2019 |
| Axa Advisors, Llc | New York | NY | 08/2019 | 06/2020 |
| Self-Employed | New York | NY | 12/2018 | 12/2019 |
| Equitable Advisors, Llc | New York | NY | 08/2019 | 09/2020 |
| The Vanguard Group, Inc. | Malvern | PA | 11/2020 | 04/2022 |
| Wealth Cmt | Cherry Hill | NJ | 04/2022 | 05/2023 |
| Kestra Investment Services, Llc | Berwyn | PA | 08/2023 | Present |
| Kestra Advisory Services, Llc | Berwyn | PA | 08/2023 | Present |
NAME: TYCOR BENEFIT ADMINISTRATORS INC. POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2023 ADDRESS: 955 Chesterbrook Blvd Suite 310, Wayne PA 19087, United States DESCRIPTION: Providing Investment advice to the participants of the 401(k)s that we manage. NAME: KESTRA ADVISORY SERVICES POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2023 ADDRESS: 5707 Southwest Parkway, Bldg 2, Ste 400, Austin TX 78735, United States DESCRIPTION: Providing investment advice to participants of the 401(k) Plan. NAME: NFP POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2023 ADDRESS: 955 Chesterbrook Blvd Suite 310, Wayne PA 19087, United States DESCRIPTION: Providing Investment advice to the participants of the 401(k)s that we manage.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-24 |
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