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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 2023-02-21
  • TX RA
    APPROVED
    Since 2023-02-21

Branch Locations

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

1225 South Main Street Suite 103, Grapevine, TX 76051 • 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
Jp & Associates, Realtors Frisco TX 02/2018 02/2021
Re/Max Trinity Southlake TX 10/2013 12/2017
Kestra Investment Services, Llc Grapevine TX 03/2019 Present
Kestra Advisory Services, Llc Grapevine TX 02/2023 Present
  • 02/2018 → 02/2021
    Jp & Associates, Realtors
    Frisco, TX
  • 10/2013 → 12/2017
    Re/Max Trinity
    Southlake, TX
  • 03/2019 → Present
    Kestra Investment Services, Llc
    Grapevine, TX
  • 02/2023 → Present
    Grapevine, TX
Other Businesses

Name: WATERWORTH WEALTH ADVISORS, LLC POSITION: Registered Field Assistant NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/08/2021 ADDRESS: 1225 S. Main St., Suite 103, Grapevine TX 76051, United States DESCRIPTION: Assist the registered rep with investment research, operations & client services. Name: DILBECK ARCHITECTURE CONSERVENCY POSITION: Social Media Coordinator/Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: 909 Lake Carolyn Parkway, Suite 320, Irving TX 75039, United States DESCRIPTION: My duties would be to serve on the board and to act as the social media coordinator. I would work with the graphic designer and event coordinator to create and implement a social media presence for the foundation to increase awareness and interest. Name: PORTUS HOLDINGS, LLC POSITION: Owner of Portus Holdings, LLC NATURE: Holding company for ownership of WWA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 1225 S. Main St., Suite 103, Grapevine TX 76051, United States DESCRIPTION: Run payroll and accounting through Portus Holdings, LLC, and Portus holds shares of WWA for which it is a member.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-17
  • S66 Uniform Combined State Law Examination
    2023-02-17
Other Names
  • Shauna Lynn Rasor
  • Shauna Lynn Rasor-Sowell
  • Seana Lynn Rasor
  • Seana Lynn-Rasor Sowell

View on SEC IAPD

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