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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-26 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
400 West Fourth St Suite 300, Royal Oak, MI 48067 • United States
Rochester, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Millwork Inc. | Farmington Hills | MI | 06/2013 | 02/2019 |
| Lifetime Fitness | Rochester | MI | 02/2019 | 08/2019 |
| Sterling Millwork Inc. | Farmington Hills | MI | 08/2019 | 05/2026 |
| Kestra Investment Services, Llc | Royal Oak | MI | 06/2026 | Present |
| Kestra Advisory Services, Llc | Royal Oak | MI | 06/2026 | Present |
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: 06/08/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: CAMBRIDGE CONSULTING GROUP, LLC. DBA NFP, AN AON COMPANY POSITION: Client Service Associate NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/08/2026 ADDRESS: 400 W 4th St. Suite 300, Royal Oak MI 48067, United States DESCRIPTION: Client service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-15 |
| S66 | Uniform Combined State Law Examination | 2025-02-21 |
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