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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 2025-11-09
  • OH RA
    APPROVED
    Since 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

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 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
  • 11/2024 → 05/2025
    Merkel Wealth Management
    Columbus, OH
  • 06/2025 → Present
    Kestra Investment Services, Llc
    Columbus, OH
  • 01/2024 → 11/2024
    Mike Mcclaskie State Farm
    Hilliard, OH
  • 07/2022 → 12/2024
    Game Arena
    Columbus, OH
  • 05/2022 → 08/2022
    Rebel Financial
    Groveport, OH
  • 07/2021 → 05/2022
    Target
    Columbus, OH
  • 11/2020 → 07/2021
    Full Time Student/Unemployed
    Columbus, OH
  • 07/2019 → 11/2021
    Target
    Columbus, OH
  • 07/2017 → 08/2018
    Paradise Car Wash
    Yorkville, IL
  • 08/2018 → 07/2019
    The Home Depot
    Yorkville, IL
  • 01/2015 → 07/2017
    Full Time Student
    Yorkville, IL
  • 11/2025 → Present
    Columbus, OH
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-06
  • S66 Uniform Combined State Law Examination
    2025-11-06

View on SEC IAPD

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