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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
TX RA APPROVED 2026-01-15
  • TX RA
    APPROVED
    Since 2026-01-15

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Austin, TX • 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
Kestra Investment Services, Llc Austin TX 12/2025 Present
Unemployed Austin TX 06/2025 12/2025
P3Works, Llc Austin TX 09/2020 06/2025
Atrium Payroll Services, Llc New Orleans LA 02/2025 02/2025
Atrium Payroll Services, Llc Las Vegas NV 02/2024 02/2024
Jvm Lending Walnut Creek CA 03/2017 06/2020
University Of California San Diego San Diego CA 01/2017 03/2017
University Of California San Diego San Diego CA 09/2013 03/2017
Conservice San Diego CA 06/2016 09/2016
Kestra Advisory Services, Llc Austin TX 12/2025 Present
  • 12/2025 → Present
    Kestra Investment Services, Llc
    Austin, TX
  • 06/2025 → 12/2025
    Unemployed
    Austin, TX
  • 09/2020 → 06/2025
    P3Works, Llc
    Austin, TX
  • 02/2025 → 02/2025
    Atrium Payroll Services, Llc
    New Orleans, LA
  • 02/2024 → 02/2024
    Atrium Payroll Services, Llc
    Las Vegas, NV
  • 03/2017 → 06/2020
    Jvm Lending
    Walnut Creek, CA
  • 01/2017 → 03/2017
    University Of California San Diego
    San Diego, CA
  • 09/2013 → 03/2017
    University Of California San Diego
    San Diego, CA
  • 06/2016 → 09/2016
    Conservice
    San Diego, CA
  • 12/2025 → Present
    Austin, TX
Other Businesses

Name: ONLINE RETAIL SALES POSITION: Sole Proprietor NATURE: Online Retail Sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 6201 Ken Caryl Dr, Austin TX 78747, United States DESCRIPTION: Purchase and resell electronics and other goods online. Source and purchase products. Coordinate sales online and deliver items electronically and physically.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-12
  • S66 Uniform Combined State Law Examination
    2025-08-12

View on SEC IAPD

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