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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 | 2026-05-28 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
2600 N. Central Expressway #750, Richardson, TX 75080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services Llc | Richardson | TX | 05/2026 | Present |
| Kestra Advisory Services Llc | Richardson | TX | 05/2026 | Present |
| Ameriprise Financial Services, Llc | Richardson | TX | 09/2024 | 04/2026 |
| Boost Baseball | Bellevue | WA | 06/2024 | 08/2024 |
| Seattle University | Seattle | WA | 08/2014 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-10 |
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