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120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
Walnut Creek, CA • United States
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc. | Pleasant Hill | CA | 04/2016 | 08/2023 |
| Kestra Advisory Services, Llc. | Pleasant Hill | CA | 04/2016 | 08/2023 |
| Accelerate Investment Advisors Llc | Aliso Viejo | CA | 08/2023 | Present |
Board Member - Walnut Creek Chamber of Commerce; non-investment related; Start date of 08.18.2023; 5 hours monthly supporting the Chamber and its activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-03 |
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