Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-09 |
| CA | RA | APPROVED | 2023-06-06 |
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 |
|---|---|---|---|---|
| United States Navy | San Diego | CA | 06/1989 | 06/2018 |
| Unemloyed | San Diego | CA | 06/2018 | 09/2018 |
| Intervest International Equities Corp | Colorado Springs | CO | 09/2018 | 06/2023 |
| Kestra Advisory Services Llc | San Diego | CA | 06/2023 | Present |
| Kestra Investment Services, Llc | San Diego | CA | 06/2023 | Present |
Business Name: BE FINANCIALLY SOUND POSI: RR NOB: Insurance INV REL: Y #OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/15/2023 ADDRESS: 7047 Santa Fe Canyon PL, San Diego CA 92129 DESC: RR Business Name: KESTRA ADVISORY SERVICES LLC POSI: IAR NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Yes #OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/15/2023 ADDRESS: 5707 SouthWest Parkway, Building #2 Suite 400, Austin TX 78735 DESC: IAR Business Name: JOHN H. DONEY POSI: Senior Consultant and Technical Advisor NOB: Consulting INV REL: No #OF HOURS: 50 SECURITIES TRADING HOURS: 25 START DATE: 09/16/2019 ADDRESS: 7047 Santa Fe Canyon PL, San Diego CA 92129 DESC: Manage all aspects of consulting business as an hourly or task/project based consultant for hire in theUS Military and Governmentarenaproviding expert advice, input, feedback, assessments and work products related to the above areas of expertise as needed on a per contract basis.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-06 |
Reach out to this advisor