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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-23 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
124 Westbrook Road Suite 202, Essex, CT 06489 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Farmington | CT | 01/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Farmington | CT | 03/2020 | 02/2026 |
| Kestra Investment Services, Llc | Essex | CT | 02/2026 | Present |
| Kestra Advisory Services, Llc | Essex | CT | 02/2026 | Present |
Name: IVORY WEALTH MANAGEMENT, INC. POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/18/2026 ADDRESS: 124 Westbrook Road, Suite 202, Essex CT 06426, United States DESCRIPTION: Advising clients and helping with long term retirement planning and investing. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/18/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-21 |
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