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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-09 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1901 Northwest Blvd, Columbus, OH 43212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merkel Wealth Management | Columbus | OH | 11/2024 | 05/2025 |
| Kestra Investment Services, Llc | Columbus | OH | 06/2025 | Present |
| Mike Mcclaskie State Farm | Hilliard | OH | 01/2024 | 11/2024 |
| Game Arena | Columbus | OH | 07/2022 | 12/2024 |
| Rebel Financial | Groveport | OH | 05/2022 | 08/2022 |
| Target | Columbus | OH | 07/2021 | 05/2022 |
| Full Time Student/Unemployed | Columbus | OH | 11/2020 | 07/2021 |
| Target | Columbus | OH | 07/2019 | 11/2021 |
| Paradise Car Wash | Yorkville | IL | 07/2017 | 08/2018 |
| The Home Depot | Yorkville | IL | 08/2018 | 07/2019 |
| Full Time Student | Yorkville | IL | 01/2015 | 07/2017 |
| Kestra Advisory Services, Llc | Columbus | OH | 11/2025 | Present |
NAME: MERKEL WEALTH MANAGEMENT POSITION: Paraplanner NATURE: Consulting INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/28/2025 ADDRESS: 1901 Northwest Blvd, Columbus OH 43212, United States DESCRIPTION: currently aiding in meeting prep for the advisor - I will take a more active role in investments once the series 7 is completed. Prep currently includes pulling together eMoney information, account performance, and ensuring items such as social security statements are accurate and on file. 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: 11/08/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-06 |
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