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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_RES | 2025-01-08 |
| MD | RA | APPROVED | 2020-09-04 |
Branch Locations
154 North Market Street Suite A, Frederick, MD 21701 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frederick | MD | 04/2009 | 09/2020 |
| Rs Will Wealth Management | Frederick | MD | 09/2020 | Present |
| Kestra Investment Services, Llc | Frederick | MD | 09/2020 | Present |
| Kestra Advisory Services, Llc | Frederick | MD | 09/2020 | Present |
Business Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Parkway Bldg 2 Ste 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Director client service Start Date: 9/4/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Client serviceBusiness Name: RS Will Wealth Management Investment Related: Yes Address: 154A Market Street Frederick MD 21701 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Director client service Start Date: 9/4/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Client service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-03 |
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