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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 | 2024-07-03 |
Branch Locations
1101 Satellite View Suite 102, Round Rock, TX 78665 • 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 |
|---|---|---|---|---|
| Matney Custom Homes | Round Rock | TX | 03/2013 | 07/2024 |
| Edward Jones | St Louis | MO | 04/2016 | 07/2024 |
| Kestra Investment Services, Llc | Round Rock | TX | 07/2024 | Present |
| Kestra Advisory Services, Llc | Round Rock | TX | 07/2024 | Present |
Business Name: MATNEY WEALTH MANAGEMENT POSITION: financial advisor/owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/03/2024 ADDRESS: 1101 Satellite view Ste 102, Round Rock TX 78665 DESCRIPTION: registered rep activities/owner/financial planning Business Name: KESTRA ADVISORY SERVICES LLC POSITION: iar NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/03/2024 ADDRESS: 5707 southwest parkway building 2 ste 400, austin TX 78735 DESCRIPTION: wealth management/asset allocation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-28 |
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