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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-10-31 |
Branch Locations
14900 Interurban Ave S Suite 276, Tukwila, WA 98168 • 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 |
|---|---|---|---|---|
| Lpl Fianancial | Charlotte | NC | 12/2009 | 10/2024 |
| Boeing Employee Credit Union | Tukwila | WA | 12/2009 | 10/2024 |
| Kestra Investment Services, Llc | Tukwila | WA | 10/2024 | Present |
| Kestra Advisory Services, Llc | Tukwila | WA | 10/2024 | Present |
Business Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/25/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Business Name: CHA WEALTH MANAGEMENT POSITION: Registered Rep NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/11/2024 ADDRESS: 14900 interurban ave s, suite 271, Tukwila WA 98168, United States DESCRIPTION: Provide investment advice and manage client portfolios
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-27 |
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