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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Grapevine | TX | 04/2016 | Present |
| Kestra Investment Services, Llc | Grapevine | TX | 04/2008 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-08-30 |
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