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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-01 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1 University Ave Suite 2B, Westwood, MA 02090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Securities Inc. | Austin | TX | 03/2008 | 01/2017 |
| Prw Wealth Management Llc | Quincy | MA | 03/2008 | 01/2017 |
| Cco Investment Services Corp | Boston | MA | 09/2013 | 01/2017 |
| Lpl Financial, Llc | Wellesley | MA | 01/2017 | 08/2023 |
| Webster Services, Inc. | Wellesley | MA | 01/2017 | 08/2023 |
| Grandview Partners | Westwood | MA | 08/2023 | 10/2025 |
| Commonwealth Financial Network | Waltham | MA | 08/2023 | 10/2025 |
| Kestra Investment Services Llc | Westwood | MA | 10/2025 | Present |
| Kestra Advisory Services Llc | Westwood | MA | 10/2025 | Present |
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: 10/01/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: GRANDVIEW PARTNERS POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2025 ADDRESS: 1 University Ave, Suite 2B, Westwood MA 02090, United States DESCRIPTION: Financial Planning & Investment Mgt
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-23 |
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