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6300 Bridgepoint Pkwy Bldg 3 - Suite 200, Austin, TX 78730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-17 |
Branch Locations
6300 Bridgepoint Pkwy Bldg 3 - Suite 200, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boon Investment Group, Inc. | Austin | TX | 05/2009 | Present |
| Kestra Investment Services, Llc | Austin | TX | 04/2015 | Present |
Business Name: The Boon Group Investment Related: Yes Address: 6300 Bridgepoint Parkway Austin TX 78730 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: I work in the retirement division - which provides administrative support related to qualified retirement plans Start Date: 1/25/2017 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Supervise two administrative people that help clients monitor the ERISA compliance schedule and provide admin support required to run the plan
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-16 |
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