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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-27 |
| TX | RA | APPROVED_RES | 2025-03-27 |
Branch Locations
100 W Old Wilson Bridge Rd Suite 201, Worthington, OH 43085 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Columbus | OH | 11/2012 | 02/2025 |
| Kestra Private Wealth Services, Llc | Worthington | OH | 03/2025 | Present |
| Kestra Investment Services, Llc | Worthington | OH | 03/2025 | Present |
Name: SCOUTS - TROOP TREASURER POSITION: Treasurer NATURE: Youth Development INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2024 ADDRESS: 40 E. Dominion Blvd, Columbus OH 43214, United States DESCRIPTION: I manage the finances for the troop. Name: BALLYNOE POSITION: Shareholder NATURE: Financial Investments INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/21/1976 ADDRESS: 120 W. Tupper St, Suite 200, Buffalo NY 14201, United States DESCRIPTION: I am a shareholder of the company and do not have involvement in any investment decisions. Name: TURAS WEALTH PARTNERS LLC POSITION: Owner NATURE: Tax Entity INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2025 ADDRESS: 100 W. Old Wilson Bridge Rd, Suite 106, Worthington OH 43085, United States DESCRIPTION: Tax entity used to manage financials of my practice. Name: TURAS WEALTH PARTNERS POSITION: Founder NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/27/2025 ADDRESS: 100 W. Old Wilson Bridge Rd, Suite 106, Worthington OH 43085, United States DESCRIPTION: Financial planner and investment management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-03 |
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