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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-04-05 |
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 |
|---|---|---|---|---|
| Shopko | La Crosse | WI | 09/2015 | 08/2017 |
| University Of Minnesota - Twin Cities | Minneapolis | MN | 09/2016 | 05/2019 |
| Party Planners West | Minneapolis | MN | 01/2018 | 02/2018 |
| Ross Nesbit Agencies, Inc | Minnetonka | MN | 06/2018 | 08/2018 |
| Ross Nesbit Agencies | Minnetonka | MN | 01/2019 | 06/2019 |
| Ross Nesbit Agencies | Minnetonka | MN | 06/2019 | Present |
| Nesbit Financial | Minnetonka | MN | 04/2019 | Present |
| Kestra Advisory Services, Llc | Minnetonka | MN | 04/2022 | Present |
| Kestra Investment Services, Llc | Minnetonka | MN | 04/2019 | Present |
Business Name: Nesbit Financial, LLC Investment Related: Yes Address: 5900 Rowland Rd Minnetonka MN 55343 Nature of Business: Registered Field Assistant; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Director of Operations Start Date: 6/3/2019 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Day to day operational tasks, consisting of administrative duties. Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: I work for Nesbit Finacial. Kestra is our BD. Start Date: 6/3/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Administrative for Nesbit Financial
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-01 |
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