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Account
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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 | 2026-05-12 |
| DE | RA | APPROVED | 2026-02-27 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1415 Foulk Rd Suite 202, Wilmington, DE 19803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deer Park Tavern | Newark | DE | 08/2022 | Present |
| University Of Delaware | Newark | DE | 08/2021 | 05/2025 |
| Avalon Yacht Club | Avalon | NJ | 06/2021 | 08/2023 |
| Goodness Bowls | Avalon | NJ | 06/2022 | 08/2025 |
| Black Cactus | Avalon | NJ | 06/2024 | 08/2025 |
| Kestra Investment Services, Llc | Wilmington | DE | 11/2025 | Present |
| N/A | Urbandale | IA | 08/2008 | 06/2021 |
| Kestra Advisory Services, Llc | Wilmington | DE | 02/2026 | Present |
NAME: MIDATLANTIC RETIREMENT PLANNING SPECIALISTS POSITION: Director of Client Services NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 09/02/2025 ADDRESS: 1415 Foulk Rd Ste 202, Wilmington DE 19803, United States DESCRIPTION: Answering emails, onboarding new clients, building relationships with current clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-25 |
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