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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-10 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2024 | 06/2025 |
| Paychex | Austin | TX | 11/2022 | 09/2024 |
| Coadvantage | Austin | TX | 07/2021 | 11/2022 |
| Perry's Steakhouse | San Antonio | TX | 05/2017 | 07/2021 |
| University Of Texas | San Antonio | TX | 01/2014 | 12/2017 |
| Kestra Investment Services, Llc | Austin | TX | 09/2025 | Present |
| Kestra Advisory Services, Llc | Austin | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-05 |
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