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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-25 |
| CA | RA | APPROVED | 2022-12-21 |
| TX | RA | APPROVED | 2018-12-14 |
| IL | RA | APPROVED | 2016-04-19 |
Branch Locations
11 West Monument Avenue, Dayton, OH 45424 • United States
215 W. Standley St. #9, Ukiah, CA 95482 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Pottervalley, CA • United States
Evanston, IL • United States
Dayton, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jld Consulting, Llc | Evanston | IL | 04/2002 | Present |
| Behavioral Research Associates, Llc | Evanston | IL | 08/2006 | Present |
| Kestra Advisory Services, Llc | Dayton | OH | 04/2016 | Present |
| Kestra Investment Services, Llc | Dayton | OH | 08/2014 | Present |
Business Name: Miami Valley Rentals (DBA) Investment Related: Yes Address: 927 Michigan Avenue Evanston IL 60202 Nature of Business: Real Estate Position, Title or Relationship: Other,Joint Partnership Start Date: 1/1/1987 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: I assist with the administration associated with the above activity. Business Name: Forenzo Wine Company, Inc. Investment Related: No Address: P.O. Box 340 Redwood Valley CA 95470 Nature of Business: Other Other/None of the Above Owner. Position, Title or Relationship: Owner Start Date: 1/1/2011 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: None 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: JLD Consulting, LLC DBA: JLD Plan Consultants Investment Related: Yes Address: 1740 Ridge Avenue Evanston IL 60201 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Leader Start Date: 4/2/2002 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Leading, consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-03 |
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