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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-24 |
| IL | RA | APPROVED | 2026-06-03 |
| TX | RA | APPROVED | 2026-06-02 |
Branch Locations
1337 N Taylor Dr, Sheboygan, WI 53081 • United States
606 Riverside Ave, St. Charles, IL 60174 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 03/2008 | 02/2018 |
| Kestra Advisory Services, Llc | St. Charles | IL | 06/2026 | Present |
| Kestra Investment Services, Llc | St. Charles | IL | 06/2026 | Present |
| Lpl Financial Llc | Boston | MA | 02/2018 | 02/2018 |
| Commonwealth Financial Network | Waltham | MA | 02/2018 | 01/2023 |
| Commonwealth Financial Network | Waltham | MA | 01/2023 | 06/2026 |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes #OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: RIVERSTONE WEALTH PARTNERS, LLC POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2026 ADDRESS: 606 Riverside Dr., St. Charles IL 60174, United States DESCRIPTION: Offer investment advise to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-04 |
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