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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-09-28 |
| OH | RA | APPROVED | 2023-09-25 |
Branch Locations
2575 E Camelback Rd Suite 700, Phoenix, AZ 85016 • 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 |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 10/2007 | 05/2023 |
| Kestra Investment Services, Llc | Columbus | OH | 05/2023 | Present |
| Kestra Advisory Services Llc | Columbus | OH | 05/2023 | Present |
Business Name: DEREK WELCH POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2023 ADDRESS: 245 S Broadleigh Rd, Columbus OH 43209 DESCRIPTION: Management of the rental property. Business Name: COMP CONSULTING COMPANIES, LLC THE HEBETS COMPANY POSITION: Vice President, General Counsel NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/28/2023 ADDRESS: 2575 E Camelback Rd, Suite 700, Phoenix AZ 85016 DESCRIPTION: Consultation on business planning and individual planning Business Name: KESTRA ADVISORY SERVICES LLC POSITION: Vice President, General Counsel NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/06/2023 ADDRESS: 5707 SW Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: Consultation on business planning and individual planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-02 |
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