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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
IL RA APPROVED 2026-02-03
  • IL RA
    APPROVED
    Since 2026-02-03

Branch Locations

745 Mcclintock, Burr Ridge, IL 60527 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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
Heartland Bank And Trust Company Western Springs IL 05/2024 08/2024
Edgewood Valley Country Club Burr Ridge IL 05/2021 06/2024
Unemployed Countryside IL 05/2025 07/2025
Student/Full Time Education Dayton OH 09/2024 05/2025
Student/Full Time Education Dayton OH 09/2023 05/2024
Edgewood Valley Country Club Burr Ridge IL 05/2023 08/2023
Student/Full Time Education Dayton OH 09/2022 05/2023
Edgewood Valley Country Club Burr Ridge IL 05/2022 08/2022
Student/Full Time Education Dayton OH 09/2021 05/2022
Edgewood Valley Country Club Burr Ridge IL 05/2021 08/2021
Student/Full Time Education Countryside IL 10/2015 05/2021
Kestra Investment Services Llc Burr Ridge IL 10/2025 Present
Bluelake Wealth Advisors, Llc Burr Ridge IL 07/2025 10/2025
Kestra Advisory Services, Llc Burr Ridge IL 02/2026 Present
  • 05/2024 → 08/2024
    Heartland Bank And Trust Company
    Western Springs, IL
  • 05/2021 → 06/2024
    Edgewood Valley Country Club
    Burr Ridge, IL
  • 05/2025 → 07/2025
    Unemployed
    Countryside, IL
  • 09/2024 → 05/2025
    Student/Full Time Education
    Dayton, OH
  • 09/2023 → 05/2024
    Student/Full Time Education
    Dayton, OH
  • 05/2023 → 08/2023
    Edgewood Valley Country Club
    Burr Ridge, IL
  • 09/2022 → 05/2023
    Student/Full Time Education
    Dayton, OH
  • 05/2022 → 08/2022
    Edgewood Valley Country Club
    Burr Ridge, IL
  • 09/2021 → 05/2022
    Student/Full Time Education
    Dayton, OH
  • 05/2021 → 08/2021
    Edgewood Valley Country Club
    Burr Ridge, IL
  • 10/2015 → 05/2021
    Student/Full Time Education
    Countryside, IL
  • 10/2025 → Present
    Kestra Investment Services Llc
    Burr Ridge, IL
  • 07/2025 → 10/2025
    Bluelake Wealth Advisors, Llc
    Burr Ridge, IL
  • 02/2026 → Present
    Burr Ridge, IL
Other Businesses

NAME: BLUELAKE WEALTH ADVISORS POSITION: Registered Rep NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/07/2025 ADDRESS: 745 McClintock Drive, Burr Ridge IL 60525, United States DESCRIPTION: Back office support for a principal. Taking series exams until I become a registered rep and can trade/find clients. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/02/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-02
  • S66 Uniform Combined State Law Examination
    2026-02-02

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