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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_RES | 2023-07-27 |
| MD | RA | APPROVED | 2016-04-18 |
Branch Locations
Garrett Park, MD • United States
6500 Rock Spring Dr, Suite 410,, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Bethesda | MD | 04/2016 | Present |
| Kestra Investment Services, Llc | Bethesda | MD | 08/2010 | Present |
Business Name: Meltzer Management Company Investment Related: No Address: 6500 Rock Spring Drive Suite 500 Bethesda MD 20817 Nature of Business: Other Other/None of the Above This is a holding company for revenue from NFP. Position, Title or Relationship: Owner Start Date: 1/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: management meetings 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: Drdy Agt LLC Investment Related: No Address: 6011 Neilwood Dr Rockville MD 20852 Nature of Business: Other Other/None of the Above This LLC is just a collection entity for commissions of insurance and RIA business. Position, Title or Relationship: Member Start Date: 8/1/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: NONE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-07 |
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