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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_RES | 2023-07-27 |
| CO | RA | APPROVED | 2016-06-09 |
Branch Locations
Louisville, CO • United States
5707 Southwest Parkway Building 2, Suite 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 |
|---|---|---|---|---|
| Mcmanus And Associates | Boulder | CO | 04/2004 | Present |
| Kestra Advisory Services, Llc | Louisville | CO | 04/2016 | Present |
| Kestra Investment Services, Llc | Louisville | CO | 01/2002 | Present |
Business Name: McManus Wealth Bldg & Mgmt (Insurance) Investment Related: Yes Address: 482 W. Spruce Street Louisville CO 80027 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: Owner Start Date: 10/20/1993 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: I am an insurance agent with my own financial services company. I do not have any other Registered Reps that solicit business. I have one employee that assists me in the process of marketing, selling, underwriting, and maintaining life insurance policies for my clients. Business Name: McManus Wealth Bldg & Mgmt (Life Settlements) Investment Related: Yes Address: 482 W. Spruce Street Louisville CO 80027 Nature of Business: Insurance Position, Title or Relationship: Owner Start Date: 10/20/1993 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: solicit offers from life settlement brokers Business 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 Business Name: NOTARY PUBLIC POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/21/2023 ADDRESS: 482 W. Spruce Street, Louisville CO 80027 DESCRIPTION: The a rare instances where I will witness a client's signature. It is for convenience. No revenue is generated and there is no advertising or marketing.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-04-08 |
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