Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-04-20 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
101 Crawfords Corner Rd. Suite 4127, Holmdel, NJ 07733 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investments Services, Llc. | Holmdel | NJ | 04/2016 | Present |
| Kestra Advisory Services, Llc. | Holmdel | NJ | 04/2016 | Present |
Business Name: Christian Brothers Academy Investment Related: Yes Address: Newman Springs Rd Lincroft NJ 07738 Nature of Business: Other Other/None of the Above None Position, Title or Relationship: Other,Member of the Endowment Committee Start Date: 12/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: To oversee management of the endowment fund. Business 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 Business Name: O'BRIEN WEALTH MANAGEMENT, LLC POSITION: Founder and CFP NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 56 SECURITIES TRADING HOURS: 49 START DATE: 02/01/2008 ADDRESS: 101 Crawfords Corner Rd, Suite 4127, Suite 4127, Suite 4127, Holmdel NJ 07733 DESCRIPTION: Managing client investments, investment and insurance sales and financial planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-17 |
Reach out to this advisor