Best Investors Account Sign in
Current Employers
Kestra Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-04-21
  • TX RA
    APPROVED
    Since 2016-04-21

Branch Locations

1225 South Main Street Suite 103, Grapevine, TX 76051 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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 Advisory Services, Llc Grapevine TX 04/2016 Present
Kestra Investment Services, Llc Grapevine TX 04/2008 Present
Other Businesses

Business Name: Waterworth Wealth Advisors, LLC Investment Related: Yes Address: 1225 South Main Street, Suite 103 Grapevine TX 76051 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner, founder, president. Start Date: 9/1/2008 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: General management and lead client advisor. Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: T&L 2026 HOLDINGS, LLC POSITION: Member of Waterworth Wealth Advisors,LLC NATURE: Holding Company for ownership of WWA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 1225 S Main St, Suite 103, Grapevine TX 76051, United States DESCRIPTION: Run payroll and accounting through T&L 2026, LLC as T&L 2026, LLC owns shares of Waterworth Wealth Advisors, LLC for which it is a member.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-08-30
  • S63 Uniform Securities Agent State Law Examination
    1990-08-30
Designations
Other Names
  • Timothy James Waterworth
  • Tim James Waterworth

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Grapevine, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor