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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-19 |
| TX | RA | APPROVED | 2023-07-26 |
| PA | RA | APPROVED | 2016-04-18 |
Branch Locations
525 William Penn Place Suite 3401, Pittsburgh, PA 15219 • 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 |
|---|---|---|---|---|
| Marbury Wealth Management | Pittsburgh | PA | 02/2000 | 01/2021 |
| Signature Select Wealth | Pittsburgh | PA | 02/2021 | Present |
| Kestra Advisory Services, Llc | Pittsburgh | PA | 04/2016 | Present |
| Kestra Investment Services, Llc | Pittsburgh | PA | 04/2000 | Present |
BN: Scott Oehrle, Marbury Wealth Management, Innovative Benefits Consulting Inv Rel: Yes Addr: 420 Fort Duquesne Blvd Pittsburgh PA 15222 NOB: Insurance POS: Referral Start Date: 6/1/2015 Hrs per mo: 0% - 10% (0 - 16 Hrs) Hrs per mo during trading Hrs: 0% - 10% (0 - 14 Hrs) DESC: facilitate client and IBC agents insurance process BN: Marbury Private Asset Management Inv Rel: Yes Addr: 420 Fort Duquesne Blvd 7 East Pittsburgh PA 15222 NOB: Reg Rep Activities through Kestra Investment Services, LLC using a DBA name POS: President &CEO Start Date: 9/1/2010 Hrs per mo: 61% - 70% (97 - 112 Hrs) Hrs per mo during trading Hrs: 81% - 90% (113 - 126 Hrs) DESC: Market to prospective clients and work with existing clients BN: MARBURY WEALTH MANAGEMENT ADVISORY SERVICES Inv Rel: Yes Addr: 420 FORT DUQUESNE BLVD, 7 EAST PGH PA 15222 NOB: Reg Rep Activities through Kestra Investment Services, LLC using a DBA name POS: PRESIDENT AND CEO Start Date: 9/1/2010 Hrs per mo: 91% - 100% (145 - 160 Hrs) Hrs per mo during trading Hrs: 91% - 100% (127 - 140 Hrs) DESC: ADVISE CLIENTS WHO ARE FEE BASED CLIENTS WITH NFPAS RIA BN: Kestra Advisory Services, LLC Inv Rel: Yes Address: 5707 Southwest Pkwy Bldng 2, Ste 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC POS: Investment Advisor Rep Start Date: 4/4/2016 Hrs per mo: Up to 100% (0 to 160 Hrs) Hrs per mo during trading Hrs: Up to 100% (0 to 160 Hrs) DESC: Investment advisory services BN: The Hacker's Club of Fox Chapel Inv Rel: No Addr: 701 Retreat Drive, #122 Naples, FL 34110 NOB: Board Position (Board of Directors, Board of Trustees, etc.) POS: Board Member Start Date: 4/18/2018 Hrs per mo: 0% - 10% (0 - 16 Hrs) Hrs per mo during trading Hrs: 0% - 10% (0 - 14 Hrs) DESC: Assist in organizing golf tournaments, communications to members BN: SIGNATURE FINANCIAL PLANNING POSITION: Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/25/2021 ADDRESS: 525 William Penn Place, Suite 3401, PITTSBURGH PA 15219, United States DESCRIPTION: Client advisory service and sales BN: LAURIE ANN WEST COMMUNITY CENTER POS: Board Member NOB: Board position (Board of Directors, Board of Trustees, etc.) INV REL: No # OF HRS: 5 SECURITIES TRADING HRS: 1 START DATE: 01/26/2024 ADDRESS: 1220 Powers Run Road, Pittsburgh PA 15238 DESC: I will assist in making short and long term decisions for the Center as well as volunteer for various committees. BN: SIGNATURE WEALTH POSITION: Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/25/2021 ADDRESS: 525 William Penn Place, Suite 3401, PITTSBURGH PA 15219 DESCRIPTION: Client advisory service and sales BN: SIGNATURE WEALTH POSI: Advisor NOB: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/25/2021 ADDRESS: 525 William Penn Place, Suite 3401, PITTSBURGH PA 15219 DESC: Client advisory service and sales BN: SIGNATURE LEGACY HOLDINGS LLC POSITION: MEMBER NATURE: HOLDINGS COMPANY FOR KINGFISHER STOCK - SEE BS OR KESTRA FOR MORE DETAILS INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 525 William Penn Place, Ste 3401, pittsburgh PA 15219, United States DESCRIPTION: GENERAL MEMBER
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-27 |
| S65 | Uniform Investment Adviser Law Examination | 1994-03-17 |
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