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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-10 |
| TX | RA | APPROVED_RES | 2025-11-05 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2009 | 10/2025 |
| Connelly Financial Group | Henrico | VA | 06/2009 | 10/2025 |
| Kestra Investment Services Llc | Henrico | VA | 10/2025 | Present |
| Kestra Advisory Services Llc | Henrico | VA | 10/2025 | Present |
NAME: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/04/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: CONNELLY FINANCIAL SERVICES LLC, DBA CONNELLY FINANCIAL GROUP POSITION: advisor/agent NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/02/2016 ADDRESS: 2711 Stingray Court, Henrico VA 23233, United States DESCRIPTION: Connelly Financial Services does business as Connelly Financial Group. Can not recall why we updated the name, but Connelly Financial Group is on all client facing information NAME: SOUTHERN HEALTH AND ANTHEM HEALTH POSITION: agent NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/02/2016 ADDRESS: 2711 Stingray Court, Henrico VA 23233, United States DESCRIPTION: I have an existing small book of health insurance business NAME: CONNELLY FINANCIAL GROUP POSITION: agent NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/02/2016 ADDRESS: 2711 Stingray Court, Henrico VA 23233, United States DESCRIPTION: Place business as it presents itself
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-19 |
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