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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_RES | 2025-02-07 |
| NJ | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-18 |
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