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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-08-12 |
| TX | RA | APPROVED | 2021-08-12 |
Branch Locations
363 Bloomfield Ave Ste 3A, Montclair, NJ 07042 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Livingston, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Roseland | NJ | 12/2006 | 08/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Roseland | NJ | 12/2006 | 08/2021 |
| Kestra Investment Services, Llc | Montclair | NJ | 08/2021 | Present |
| Kestra Private Wealth Services, Llc | Montclair | NJ | 08/2021 | Present |
Name: Evoke Wealth Management for Kestra Private Wealth Services Investment Related: Yes Address: 51 Mounthaven Dr Livingston NJ 07039 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Managing Partner Start Date: 8/16/2021 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Partner Name: HKR WEALTH POSITION: President NATURE: tax entity INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/11/2021 ADDRESS: 51 Mounthaven Drive, Livingston NJ 07039, United States DESCRIPTION: Sole proprietor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-26 |
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