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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 | 2022-04-29 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
2340 West Interstate 20 Ste 208, Arlington, TX 76017 • United States
Duncanville, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Choice Securities, Inc. | Bedford | TX | 12/2002 | 04/2022 |
| Kestra Investment Services Llc | Arlington | TX | 04/2022 | Present |
| Kestra Advisory Services, Llc | Arlington | TX | 04/2022 | Present |
FINANCIAL COACHING, LLC POSITION: Self NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/02/2022 ADDRESS: 2340 W. Interstate 20, Suite 208, Arlington TX 76017, United States DESCRIPTION: Client relationship manager providing service, support & communications alongside Representatives/RIA's. Prospect development aspects as needed for appointments in support of Representatives/RIA. Management of all areas of office logistics. KAREL A STORY - INSURANCE POSITION: Self NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/25/1994 ADDRESS: 319 Katherine Ct, Duncanville TX 75137, United States DESCRIPTION: Not active selling agent. Keep license renewed every 2 years.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-19 |
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