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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-04-27 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
23622 Calabasas Road Suite 300, Calabasas, CA 91302 • United States
Calabasas, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Private Wealth Services, Llc | Calabasas | CA | 04/2012 | Present |
| Kestra Investment Services, Llc | Calabasas | CA | 04/2012 | Present |
Business Name: MALAMA INVESTMENTS, INC Investment Related: Yes Address: 5700 CANOGA AVENUE SUITE 150 WOODLAND HILLS CA 91367 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Other,OFFICER Start Date: 4/27/2012 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Manage moneyBusiness Name: PACIFIC POINT ASSET MANAGEMENT Investment Related: Yes Address: 23622 Calabasas Road, Suite 300 Calabasas CA 91302 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Other,OFFICER/CONSULTANT/PARTNER Start Date: 4/27/2012 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Manage money
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-19 |
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