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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-05-06 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
154A N. Market Street Ste. 154A, Frederick, MD 21701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Gaithersburg | MD | 06/2009 | 04/2026 |
| Kestra Investment Services, Llc | Frederick | MD | 05/2026 | Present |
| Kestra Advisory Services, Llc | Frederick | MD | 05/2026 | Present |
Name: RS WILL WEALTH MANAGEMENT, LLC POSITION: Client Service Associate NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2026 ADDRESS: 154 A N. Market St, Frederick MD 21701, United States DESCRIPTION: Assisting advisors complete paperwork, work with clients. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-19 |
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