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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-04-19 |
Branch Locations
4765 J Street Suite B, Sacramento, CA 95819 • 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 |
|---|---|---|---|---|
| Lpl Financial | Sacramento | CA | 02/2011 | Present |
| Kestra Advisory Services, Llc | Sacramento | CA | 04/2016 | Present |
| Kestra Investment Services, Llc | Sacramento | CA | 03/2013 | Present |
Business Name: The Bee Box Investment Related: No Address: 4765 J Street Suite C sacramento CA 95819 Nature of Business: Other Other/None of the Above NA Position, Title or Relationship: Partner Start Date: 3/31/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Bring Honey and Pollen to Store 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 Business Name: The Becker Group Investment Related: Yes Address: 4765 J Street Suite B Sacramento CA 95819 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner Start Date: 1/1/2002 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: I meet with clients and review their Financial plan. Business Name: BECKER BROTHERS INSURANCE SERVICES Investment Related: Yes Address: 4765 J STREET Suite B SACRAMENTO CA 95819 Nature of Business: Insurance Position, Title or Relationship: Owner Start Date: 3/8/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I manage the day to day operations of Becker Brothers any interaction with the life insurance companies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-21 |
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