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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-02-07
NJ RA APPROVED 2024-09-05
  • TX RA
    APPROVED_RES
    Since 2025-02-07
  • NJ RA
    APPROVED
    Since 2024-09-05

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

375 North Kings Hwy, Cherry Hill, NJ 08034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Integrated Wealth Strategies Cherry Hill NJ 09/2018 08/2019
Unemployed Washington DC 09/2016 11/2016
York Manufacturing Sanford ME 06/2012 09/2016
Motley Fool Alexandria VA 11/2016 09/2018
Equity Services, Inc. Montpelier VT 01/2019 07/2019
Penn Mutual Life Insurance Company Horsham PA 10/2019 03/2021
Hornor Townsend & Kent Llc Horsham PA 10/2019 03/2021
Integrated Financial Concepts Llc / National Life Ins Co Cherry Hill NJ 03/2021 08/2024
Equity Services, Inc. Montpelier VT 03/2021 08/2024
Kestra Investment Services Llc Cherry Hill NJ 08/2024 Present
Kestra Advisory Services Llc Cherry Hill NJ 08/2024 Present
  • 09/2018 → 08/2019
    Integrated Wealth Strategies
    Cherry Hill, NJ
  • 09/2016 → 11/2016
    Unemployed
    Washington, DC
  • 06/2012 → 09/2016
    York Manufacturing
    Sanford, ME
  • 11/2016 → 09/2018
    Motley Fool
    Alexandria, VA
  • 01/2019 → 07/2019
    Montpelier, VT
  • 10/2019 → 03/2021
    Penn Mutual Life Insurance Company
    Horsham, PA
  • 10/2019 → 03/2021
    Horsham, PA
  • 03/2021 → 08/2024
    Integrated Financial Concepts Llc / National Life Ins Co
    Cherry Hill, NJ
  • 03/2021 → 08/2024
    Montpelier, VT
  • 08/2024 → Present
    Kestra Investment Services Llc
    Cherry Hill, NJ
  • 08/2024 → Present
    Cherry Hill, NJ
Previous Registrations
Other Businesses

Name: IWS FINANCIAL POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2019 ADDRESS: 375 KINGS HWY N, CHERRY HILL NJ 08034 DESCRIPTION: This business has no activity other than the accounting needed to keep in good standing. Name: OXYGEN FINANCIAL INC POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 08/17/2024 ADDRESS: 35 Old Canton St, Alpharetta GA 30009 DESCRIPTION: Provided investment services under the DBA Oxygen Financial Inc with activity going thru Kestra Name: KESTRA ADVISORY SERVICES LLC POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 08/19/2024 ADDRESS: 5707 South West Parkway, Building 2 Suite 400, Austin TX 78735 DESCRIPTION: N/A Name: SAMUEL YARIAN POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 2550 E Clearfield St, Philadelphia PA 19134, United States DESCRIPTION: Acting as the landlord for the property Name: BLANK SLATE FINANCIAL POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 03/01/2026 ADDRESS: 375 KINGS HWY N, CHERRY HILL NJ 08034, United States DESCRIPTION: Investment Related Services

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-18
  • S66 Uniform Combined State Law Examination
    2019-02-18
Other Names
  • Samuel Yarian

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