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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 | 2025-03-24 |
| PA | RA | APPROVED | 2022-06-21 |
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 |
|---|---|---|---|---|
| Bloomberg L.P. | New York | NY | 07/2014 | 07/2017 |
| Rutgers Business School | Newark | NJ | 07/2017 | 05/2019 |
| Cherry Hill Mortgage Management | Farmingdale | NJ | 06/2019 | 11/2019 |
| Janney Montgomery Scott | West Chester | PA | 11/2019 | 06/2022 |
| Kestra Investment Services, Llc | West Chester | PA | 06/2022 | Present |
| Kestra Advisory Services, Llc | West Chester | PA | 06/2022 | Present |
JAMES WALTER WEALTH MANAGEMENT POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/21/2022 ADDRESS: 882 S Matlack, suite 109, West Chester PA 19382, United States DESCRIPTION: Financial Advisory KESTRA ADVISORY SERVICES, LLC. POSITION: Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/21/2022 ADDRESS: 5707 SW Parkway, Bldg 2 Suite 400, Austin TX 78735, United States DESCRIPTION: Advisory services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-20 |
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