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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-02-10 |
Branch Locations
1126 2Nd St, Perry, IA 50220 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
12100 Meredith Dr Ste 103E, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Casey's Corporation | Ankeny | IA | 05/2022 | 07/2025 |
| University Of Iowa | Iowa City | IA | 08/2017 | 05/2022 |
| Waukee High School | Waukee | IA | 08/2013 | 05/2017 |
| Kestra Investment Services, Llc | Perry | IA | 11/2025 | Present |
| Kestra Investment Services, Llc | Perry | IA | 08/2025 | 11/2025 |
| Kestra Advisory Services, Llc | Perry | IA | 02/2026 | Present |
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: 09/05/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-09 |
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