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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-09-17 |
Branch Locations
477 Se Riverside Drive, Stuart, FL 34994 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Stuart | FL | 08/2015 | Present |
| Kestra Private Wealth Services, Llc | Stuart | FL | 08/2015 | Present |
Business Name: THE SADE GROUP PRIVATE WEALTH MANAGEMENT POSI: registered sales assistant and producer NOB: Registered Field Assistant INV REL: Yes #OF HRS: 152 SECURITIES TRADING HRS: 132 START DATE: 05/26/2015 ADDR: 477 SE Riverside Drive, Stuart FL 34994 DESC: Handle customer service and operational issues. Assist Financial Advisor with day to day activities, investment proposals and meeting preparation Business Name: RIVERSIDE PRIVATE WEALTH MANAGEMENT POSI: Registered sales assistant and producer NOB: Registered Field Assistant INV REL: Yes #OF HRS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/12/2024 ADDRESS: 477 SE Riverside Drive, Stuart FL 34994 DESC: Handle customer service and operational issues. Assist financial Advisor with day to day activities, investment proposals and meeting preparation. Manage portfolios and relationships of my own as a producer
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-09-09 |
| S65 | Uniform Investment Adviser Law Examination | 2003-09-09 |
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