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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-09 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
2650 N. Military Trail Suite 420, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Boca Raton | FL | 06/2026 | Present |
| Kestra Private Wealth Services, Llc | Boca Raton | FL | 06/2026 | Present |
| Rockefeller Financial Llc | Boca Raton | FL | 01/2025 | 07/2025 |
| Rockefeller Financial Llc | Boca Raton | FL | 10/2023 | 12/2024 |
| Trattoria Romana | Boca Raton | FL | 11/2022 | 06/2026 |
| Louie Bossi's | Boca Raton | FL | 11/2017 | 12/2021 |
| Angelo Elia's | Delray Beach | FL | 10/2015 | 12/2017 |
| The Keyes Company | Boca Raton | FL | 09/2023 | 09/2024 |
| Florida Atlantic University | Boca Raton | FL | 01/2020 | 08/2024 |
| Kanen Wealth Management Llc | Coconut Creek | FL | 12/2025 | 01/2026 |
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: 05/22/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name:EAGLE HARBOR ADVISORS POSITION: Registered Client Associate NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/22/2026 ADDRESS: 2650 North Military Trail Suite 420, Boca Raton FL 33431, United States DESCRIPTION: Responsibilities include client service and relationship support, account administration, operational and advisory support, preparation of investment-related materials, coordination with advisors and clients, and assisting with brokerage and investment advisory activities conducted through affiliated Kestra entities. Name:TRATTORIA ROMANA POSITION: Bartender/Waiter NATURE: Hospitality Services INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 05/23/2026 ADDRESS: 499 East Palmetto Park Rd, Boca Raton FL 33432, United States DESCRIPTION: Provide bartending and customer service duties in a restaurant environment, including preparing beverages, serving guests, handling payments, maintaining cleanliness and inventory, and supporting overall restaurant operations during scheduled shifts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-27 |
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