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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-11 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Llc. | Missoula | MT | 02/2019 | 01/2021 |
| Unemployed | Missoula | MT | 12/2018 | 02/2019 |
| Northwestern Mutual | Missoula | MT | 10/2018 | 12/2018 |
| Unemployed | Missoula | MT | 05/2018 | 10/2018 |
| Associated Students Of The University Of Montana | Missoula | MT | 07/2017 | 05/2018 |
| Holiday Inn Express | Missoula | MT | 05/2017 | 12/2017 |
| University Of Montana Foundation | Missoula | MT | 06/2016 | 05/2017 |
| University Center | Missoula | MT | 06/2016 | 06/2017 |
| Kestra Investment Services, Llc | Austin | TX | 02/2021 | 09/2022 |
| Kestra Advisory Services, Llc | Austin | TX | 02/2021 | 09/2022 |
| First Trust Portfolios L.P. | Wheaton | IL | 09/2022 | 04/2023 |
| First Trust Advisors L.P. | Wheaton | IL | 09/2022 | 04/2023 |
| Kestra Investment Services | Austin | TX | 04/2023 | Present |
| Kestra Private Wealth Services Llc | Austin | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-05 |
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