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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
OH RA APPROVED 2026-01-06
  • OH RA
    APPROVED
    Since 2026-01-06

Branch Locations

1901 Northwest Blvd, Columbus, OH 43212 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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
Merkel Wealth Management Columbus OH 10/2024 06/2025
Oclc Columbus OH 11/2023 10/2024
Deloitte Cincinnati OH 06/2021 11/2023
The Ohio State University Columbus OH 08/2020 04/2021
Swensons Drive Ins Columbus OH 05/2019 04/2021
Chipotle Columbus OH 12/2018 05/2019
Door Dash Columbus OH 01/2021 06/2021
Tommys Pizza Columbus OH 08/2017 12/2018
Smoothie King Columbus OH 03/2016 08/2017
Kestra Investment Services, Llc Columbus OH 10/2024 Present
Kestra Advisory Services, Llc Columbus OH 12/2025 Present
  • 10/2024 → 06/2025
    Merkel Wealth Management
    Columbus, OH
  • 11/2023 → 10/2024
    Oclc
    Columbus, OH
  • 06/2021 → 11/2023
    Deloitte
    Cincinnati, OH
  • 08/2020 → 04/2021
    The Ohio State University
    Columbus, OH
  • 05/2019 → 04/2021
    Swensons Drive Ins
    Columbus, OH
  • 12/2018 → 05/2019
    Chipotle
    Columbus, OH
  • 01/2021 → 06/2021
    Door Dash
    Columbus, OH
  • 08/2017 → 12/2018
    Tommys Pizza
    Columbus, OH
  • 03/2016 → 08/2017
    Smoothie King
    Columbus, OH
  • 10/2024 → Present
    Kestra Investment Services, Llc
    Columbus, OH
  • 12/2025 → Present
    Columbus, OH
Other Businesses

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: 10/09/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: MOSTDOBE LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2024 ADDRESS: 2248 Club Road, Columbus OH 43221, United States DESCRIPTION: Furnish and rent out units on Airbnb. Name: MERKEL WEALTH MANAGEMENT POSITION: Director of Growth NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/27/2025 ADDRESS: 1901 Northwest Blvd, Columbus OH 43212, United States DESCRIPTION: Helping with client trades and other items - going to get the series 7.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-22
  • S66 Uniform Combined State Law Examination
    2025-12-22
Other Names
  • Jack Dobies

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