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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-04-20 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
184 North Avenue East 2Nd Floor, Office 2, Cranford, NJ 07016 • 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 |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Scotch Plains | NJ | 04/2016 | Present |
| Kestra Investment Services, Llc | Scotch Plains | NJ | 11/2003 | Present |
| Sopher Financial Group | Metuchen | NJ | 11/2003 | 06/2023 |
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 Name: FRONT PORCH FINANCIAL LLC POSITION: Owner, President NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 130 SECURITIes tRADING HOURS: 130 START DATE: 05/02/2023 ADDRESS: 2628 Deer Path, Scotch Plains NJ 07076, United States DESCRIPTION: Continue to serve as financial advisor, investment advisor for existing clients and prospects. Services include helping clients with various questions pertaining to their financial lives, opening accounts, beneficiary reviews, investment recommendations, processing account withdrawals. Name: U.S. FINANCIAL SERVICES, LLC POSITION: financial advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2026 ADDRESS: 184 North Avenue East, 2nd Floor, Scotch Plains NJ 07016, United States DESCRIPTION: providing investment and financial advice to new and existing clients. Making trades in client portfolios, keeping client records updated, servicing client requests as needed including account withdrawals, beneficiary updates etc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-04-09 |
| S65 | Uniform Investment Adviser Law Examination | 1997-04-04 |
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