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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-08 |
| TX | RA | APPROVED | 2024-09-26 |
Branch Locations
3601 Se Ocean Blvd Unit 205, Sewall's Point, FL 34996 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Stuart | FL | 08/2014 | 09/2024 |
| Kestra Investment Services, Llc | Stuart | FL | 09/2024 | Present |
| Kestra Advisory Services, Llc | Stuart | FL | 09/2024 | Present |
Name: RIVERSIDE PWS POSITION: Managing director NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/12/2024 ADDRESS: 477 SE Riverside Dr, Stuart FL 34994, United States DESCRIPTION: Provide Wealth management to clients . Name: RIVERSIDE PWS POSITION: Managing director NATURE: Insurance INVESTMENT RELATED: Yes #OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/12/2024 ADDRESS: 477 SE Riverside Dr, Stuart FL 34994, United States DESCRIPTION: Provide Wealth management to clients . Name: THREE BRIDGES PLANNING POSITION: Managing Director NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 03/25/2026 ADDRESS: 3601 SE Ocean blvd, suite 200, Sewalls Point FL 34996, United States DESCRIPTION: Providing Investment and Securities Advice to clients Name: THREE BRIDGES PLANNING POSITION: Managing Director NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 03/25/2026ADDRESS: 3601 SE Ocean blvd, suite 205, Sewalls Point FL 34996, United States DESCRIPTION: Providing Investment and Securities Advice to clients Name: WORTHWISE HOLDING LLC POSITION: owner NATURE: pass through entity INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/23/2026 ADDRESS: 789 SW Catalina St, Palm City FL 34990, United States DESCRIPTION: no duties, file taxes Name: WORTH WEALTH MANAGEMENT POSITION: owner NATURE: pass through entity INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/17/2025 ADDRESS: 789 SW Catalina St, Palm City FL 34990, United States DESCRIPTION: no duties, file taxes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-29 |
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