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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-27 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
2420 S. Lakemont Ave Suite 120, Orlando, FL 32814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mondelez International | Orlando | FL | 05/2018 | 05/2022 |
| Dynamic Equipment Group/ Mascap Dealer Holdings | Orlando | FL | 08/2022 | 09/2024 |
| Kestra Investment Services, Llc | Orlando | FL | 11/2024 | Present |
| Auburn University | Auburn | AL | 08/2014 | 12/2016 |
| University Of Central Florida | Orlando | FL | 01/2017 | 05/2018 |
| Kestra Advisory Services, Llc | Orlando | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-15 |
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