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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 | 2023-07-26 |
| IL | RA | APPROVED | 2016-04-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Naperville | IL | 04/2016 | Present |
| Kestra Investment Services, Llc | Naperville | IL | 01/2001 | Present |
Name: Busey Bank Investment Related: Yes Address: 24 West Gartner, Suite 104 Naperville IL 60540 Nature of Business: Loan/Mortgage/Lending Related; Other Bank or Credit Union Position, Title or Relationship: Director Start Date: 1/1/2007 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: support the bank where possible Name: Partners Wealth Management, Inc. Investment Related: Yes Address: 1700 Park Street Suite 200 Naperville IL 60563 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Legal/Attorney/Trustee/Executor; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner, Managing Partner Start Date: 4/15/2001 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: fiduciary to clients Name: Park LLC Investment Related: Yes Address: 1700 park street naperville IL 60563 Nature of Business: Real Estate Position, Title or Relationship: I am the sole owner of both entities. Start Date: 5/1/2001 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Manage both entities. 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 Name: TOXIN FREE FUTURE NFP DBA ZERO MATTERS POSITION: Chairperson of the Board & Director NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2025 ADDRESS: 220 E North Avenue, Villa Park IL 60181, United States DESCRIPTION: The Chairperson of the Board for Zero Matters leads the Board of Directors in fulfilling its governance and strategic responsibilities, ensuring the organization remains mission-driven and compliant with its bylaws. The Chairperson presides over board meetings, sets agendas in collaboration with the President, and facilitates informed decision-making. Serving as the primary liaison between the Board and the President, the Chairperson provides guidance, oversight, and support while fostering board engagement, accountability, and active participation in fundraising, advocacy, and strategic initiatives.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-08-28 |
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