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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 | 2023-11-01 |
| FL | RA | APPROVED | 2016-04-28 |
Branch Locations
827 Irma Avenue, Orlando, FL 32803 • 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 |
|---|---|---|---|---|
| Cash & Associates, P.A. | Orlando | FL | 06/1990 | Present |
| Kestra Investment Services, Llc. | Winter Park | FL | 04/2016 | Present |
| Kestra Advisory Services, Llc. | Winter Park | FL | 04/2016 | Present |
| Hub International Investment Services | Austin | TX | 12/2025 | Present |
1. Name: Vince Horton LIfe ins trust Investment Related: No Address: 827 Irma Ave Orlando FL 32803 Nature of Business: Other Other/None of the Above none Position, Title or Relationship: Other,trustee Start Date: 11/1/2009 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: submit annual premiums to life ins co. 2. Name: Hub International Investment Related: Yes Address: 1560 Orange Ave. suite 750 Winter Park FL 32789 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: SVP, Retirement Practice Leader HUB Florida Start Date: 9/4/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Solicit new 401k business & maintain existing client relationships 3. Name: HUB International Investment Services, Investment Related: Yes, Address: Austin, TX, Nature of Business: Accommodation Broker Dealer, Position: Registered Rep, Start Date: 12/3/2025, 0 Hrs/Mo.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-09-14 |
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