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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-13 |
| TX | RA | APPROVED | 2025-02-13 |
Branch Locations
4130 State Route 31 Suite 615, Clay, NY 13041 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Empower Federal Credit Union | Syracuse | NY | 02/2015 | 02/2025 |
| Cuso Financial Services, Lp | San Diego | CA | 02/2015 | 02/2025 |
| Kestra Advisory Services, Llc | Clay | NY | 02/2025 | Present |
| Kestra Investment Services | Clay | NY | 02/2025 | Present |
Bus 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: 02/11/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: MOMENTUM STRATEGIC WEALTH, LLC POSITION: owner NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/11/2025 ADDRESS: 4106 State Route 31, suite 615, Clay NY 13041, United States DESCRIPTION: Provide investment advice to clients Bus Name: CONIFER ENTERPRISES POSITION: owner NATURE: Real Estate INVESTMENT RELATED: No, # OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 05/05/2007 ADDRESS: 8260 Luchsinger Lane, Baldwinsville NY 13027, United States DESCRIPTION: I buy and sell vacant residential real estate. From time to time, may build homes on speculation in the future.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-11 |
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