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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 | 2023-10-20 |
| FL | RA | APPROVED | 2018-04-06 |
| NJ | RA | APPROVED | 2016-04-26 |
Branch Locations
45 Eisenhower Drive Suite 550, Paramus, NJ 07652 • United States
725 Hideaway Bay Dr., Longboat Key, FL 34228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Paramus | NJ | 04/2016 | Present |
| Kestra Investment Services, Llc | Paramus | NJ | 01/2006 | Present |
Business Name: Wealth Preservation Solutions, LLC Investment Related: Yes Address: 257 E. Ridgewood Ave. Suite 305 Ridgewood NJ 07450 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Member Start Date: 1/1/2004 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Investment advisor, insurance agent Business Name: Her Cottage LLC Investment Related: Yes Address: 8 Mitchel Way Ramsey NJ 07446 Nature of Business: Real Estate Position, Title or Relationship: Member Start Date: 2/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Maintain the property and pay the bills associated with the property. Business Name: KRE Miller, LLC Investment Related: No Address: 8 Mitchell Way Ramsey NJ 07446 Nature of Business: Insurance Position, Title or Relationship: Member - see above. Start Date: 5/1/2006 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I process all of my insurance business using this LLC and receive all commissions payable to the LLC 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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-09-15 |
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