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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-08-11 |
| TX | RA | APPROVED | 2025-08-11 |
Branch Locations
213 Overlook Cir Ste B-2, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hair Family Farms | Anthon | IA | 09/2010 | 04/2017 |
| Bankers Life And Casualty | Brentwood | TN | 04/2017 | 10/2020 |
| Edward Jones | St. Louis | MO | 11/2020 | 08/2025 |
| Peterson Contractors | Reinbeck | IA | 06/2016 | 09/2016 |
| Kestra Advisory Services, Llc | Brentwood | TN | 08/2025 | Present |
| Kestra Investment Services, Llc | Brentwood | TN | 08/2025 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/06/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: LEVINE GROUP POSITION: Financial advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 120 START DATE: 08/06/2025 ADDRESS: 213 Overlook Cir B-2, Brentwood TN 37027, United States DESCRIPTION: Client Consultations: Develop comprehensive financial plans for clients, which may involve budgeting, estate planning, insurance analysis, or tax-efficient strategies, ensuring alignment with their long-term objectives. Relationship Management: Building and maintaining strong client relationships through regular communication, follow-ups, and personalized support to foster trust and loyalty, leveraging the Levine Group's office as a hub for these interactions. Business Development: Administrative Oversight: Name: NFP, AN AON COMPANY POSITION: Financial advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 120 START DATE: 08/06/2025 ADDRESS: 213 Overlook Cir B-2, Brentwood TN 37027, United States DESCRIPTION: Client Consultations: Relationship Management: Business Development: Administrative Oversight:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-05 |
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