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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2018-11-16 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
10200 Forest Green Blvd. Suite 100, Louisville, KY 40223 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Louisville | KY | 02/2005 | 11/2018 |
| Meritrust Wealth Management | Louisville | KY | 02/2003 | 11/2018 |
| Kestra Investment Services, Llc | Louisville | KY | 11/2018 | Present |
| Kestra Advisory Services, Llc | Louisville | KY | 11/2018 | Present |
Name: Meritrust Wealth Management LLC Investment Related: Yes Address: 462 S 4th St, Ste 2600 Louisville KY 40202 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Register Rep Start Date: 11/1/1991 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Meeting clients Name: Kestra Advisory Services Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Ste 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: advisor Start Date: 11/16/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: investments and planning NAME: SIX FURLONGS LLC POSITION: Only member NATURE: Music INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2025 ADDRESS: 604 YANCY LN, Louisville KY 40207, United States DESCRIPTION: None I use it on Hurstbourne website instead of my name
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-11 |
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