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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 | 2026-04-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Associate Staffing | Salt Lake City | UT | 08/2018 | 03/2019 |
| Wells Fargo Clearing Services Llc | Salt Lake City | UT | 03/2019 | 01/2020 |
| University Of Utah | Salt Lake City | UT | 01/2017 | 08/2018 |
| Salt Lake City Community College | Salt Lake City | UT | 01/2015 | 12/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 01/2020 | 07/2020 |
| Unemployed | San Diego | CA | 07/2020 | 12/2020 |
| Lpl Financial Llc | San Diego | CA | 01/2021 | 12/2024 |
| Independent Financial Group, Llc | San Diego | CA | 12/2024 | 05/2025 |
| Lusardi Construction Company | San Marcos | CA | 06/2025 | 03/2026 |
| Kestra Advisory Services, Llc | Austin | TX | 03/2026 | Present |
| Kestra Investment Services, Llc | Austin | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-11 |
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