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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-04-21 |
Branch Locations
1012 11Th Street Suite 103, Modesto, CA 95354 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jack Tone Golf | Ripon | CA | 09/1996 | Present |
| Kestra Advisory Services, Llc | Modesto | CA | 04/2016 | Present |
| Kestra Investment Services, Llc | Modesto | CA | 08/2014 | Present |
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: DEFINED PLAN ADVISORS POSITION: Sole proprietor, registered rep, IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 01/01/2008 ADDRESS: 1012 11th St. Suite 103, Modesto CA 95350, United States DESCRIPTION: Provide investment services to individuals and corporations, including investment education and sales in both retail and advisory capacities. Name: DEFINED RETIREMENT PLAN SOLUTIONS POSITION: Owner NATURE: Third Party Administrator INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2024 ADDRESS: 1012 11th St. Suite 103, Modesto CA 95354, United States DESCRIPTION: Assist with and provide capital for the establishment of the business including the acquisition and implementation of necessary infrastructure, systems, applications and software. Will eventually assist with administrative services and provide managerial functions as the business develops.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-01-07 |
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