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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 | 2019-12-11 |
Branch Locations
13525 Skinner Rd., Cypress, TX 77429 • 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 |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 12/2019 |
| Silverstar Wealth Management | Cypress | TX | 12/2019 | Present |
| Kestra Investment Services, Llc | Cypress | TX | 12/2019 | Present |
| Kestra Advisory Services, Llc | Cypress | TX | 12/2019 | Present |
Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400, / Investment Advisory Representative Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 12/2/2019 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: IAR Name: Health and Wealth Planning Institute Investment Related: No Address: 13525 Skinner Rd. Cypress TX 77429 Nature of Business: Other Other/None of the Above Workshops Position, Title or Relationship: Founder along with Michael Romig with PGFit, LLC. Start Date: 11/6/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Promote and hold workshops on health and financial topics to organizations and the public in Cypress, Texas area. Name: RETIREMENTED.COM POSITION: Owner NATURE: Financial Education INVESTMENT RELATED: No # OF HOURS: 3 SECURITIES TRADING HOURS: 12 START DATE: 03/06/2023 ADDRESS: 14150 Huffmeister Rd., Suite 200 - 125, Cypress TX 77429 DESCRIPTION: Promote and provide financial education activies through content, webinars, and seminars Name: SILVERSTAR WEALTH MANAGEMENT, INC. POSITION: Owner/agent NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 12/01/2000 ADDRESS: 14150 HUFFMEISTER RD STE 200, Ste 200-125, CYPRESS TX 77429 DESCRIPTION: sahe insurance Name: HUDSON VENTURES, LLC POSITION: Managing Member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2024 ADDRESS: 5 Peninsula Pt, Huntsville TX 77340, United States DESCRIPTION: Property manager, assist with lease and repairs. Name: KESTRA ADVISORY SERVICES, LLC POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 136 SECURITIES TRADING HOURS: 119 START DATE: 12/02/2019 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, / Investment Advisory Representative, Austin TX 78735, United States DESCRIPTION: IAR Name: HUDSON VENTURES, LLC POSITION: Managing Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2024 ADDRESS: 5 Peninsula Pt, Huntsville TX 77340, United States DESCRIPTION: Property manager, assist with lease and repairs. Name: SILVERSTAR WEALTH MANAGEMENT, INC. POSITION: President NATURE: sale of domain names INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2008 ADDRESS: 17844 Mound Rd., Suite E, Cypress TX 77433, United States DESCRIPTION: The sell of domain names Name: RETIREMENTED.COM POSITION: Owner NATURE: Financial Education INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 12 START DATE: 03/06/2023 ADDRESS: 17844 Mound Rd., Suite E, Cypress TX 77433, United States DESCRIPTION: Promote and provide financial education activities through content, webinars, and seminars Name: WEALTH FLOW IQ, LLC / WEALTHTRITION POSITION: Owner, writer, and presenter NATURE: Wealth Education & Content INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 5 Peninsula Pt., Huntsville TX 77340, United States DESCRIPTION: I will manage all operations, write content, and present it in various formats in a way that educates people on numerous financial planning topics in easy-to-understand ways.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-13 |
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