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William Joseph Tadio

Kestra Advisory Services, LLC

Austin, TX

Cumming, GA

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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-08-11
TX RA APPROVED 2016-04-22
  • GA RA
    APPROVED
    Since 2021-08-11
  • TX RA
    APPROVED
    Since 2016-04-22

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Cumming, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kestra Advisory Services, Llc Austin TX 04/2016 Present
Kestra Investment Services, Llc Austin TX 07/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-02-16
S63 Uniform Securities Agent State Law Examination 1993-01-29
  • S65 Uniform Investment Adviser Law Examination
    1996-02-16
  • S63 Uniform Securities Agent State Law Examination
    1993-01-29
Other Names
  • Bill Tadio
  • William J Tadio

View on SEC IAPD

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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

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