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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-13 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
137 E Dublin Granville Rd Ste A, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buckley Financial Planning | Worthington | OH | 12/2025 | 04/2026 |
| N. Wasserstrom | Columbus | OH | 09/2021 | 12/2025 |
| Vineyard Columbus Church | Westerville | OH | 06/2013 | 09/2021 |
| Kestra Advisory Services Llc | Worthington | OH | 04/2026 | 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: 12/03/2025 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400 Austin, Texas 78735 DESCRIPTION: IAR NAME: Buckley Financial Planning POSITION: Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/03/2025 ADDRESS: 137 E. Dublin-Granville Rd. Suite A Worthington, Ohio 43085 DESCRIPTION: I meet with clients in an advisory relationship and investment management services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-12 |
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