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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 2026-04-28
PA RA APPROVED 2026-04-21
  • TX RA
    APPROVED
    Since 2026-04-28
  • PA RA
    APPROVED
    Since 2026-04-21

Branch Locations

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

7011 Crider Road Suite 101, Mars, PA 16046 • 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 Mars PA 01/2026 Present
Rcm&D Cockeysville MD 06/2023 12/2025
Chipotle Mexican Grill State College PA 03/2023 12/2023
Giant Eagle Seven Fields PA 01/2020 06/2023
The Lightning Bug Mars PA 06/2018 01/2020
Student Mars PA 01/2016 06/2018
Kestra Advisory Services, Llc Mars PA 04/2026 Present
  • 01/2026 → Present
    Kestra Investment Services, Llc
    Mars, PA
  • 06/2023 → 12/2025
    Rcm&D
    Cockeysville, MD
  • 03/2023 → 12/2023
    Chipotle Mexican Grill
    State College, PA
  • 01/2020 → 06/2023
    Giant Eagle
    Seven Fields, PA
  • 06/2018 → 01/2020
    The Lightning Bug
    Mars, PA
  • 01/2016 → 06/2018
    Student
    Mars, PA
  • 04/2026 → Present
    Mars, PA
Other Businesses

Name: BECKER WEALTH MANAGEMENT POSITION: Financial Analyst NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/05/2026 ADDRESS: 7011 Crider Rd, Suite 101, Mars PA 16046, United States DESCRIPTION: Writing internal newsletters, doing securities research. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/21/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-16
  • S66 Uniform Combined State Law Examination
    2026-04-16

View on SEC IAPD

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