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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-05-31 |
| TX | RA | APPROVED_RES | 2022-05-17 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 06/2010 | 05/2022 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 06/2010 | 05/2022 |
| Kestra Investment Services Llc | Minnetonka | MN | 05/2022 | Present |
| Kestra Advisory Services Llc | Minnetonka | MN | 05/2022 | Present |
1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.. 2)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. NAME: NESBIT FINANCIAL POSITION: President of Wealth Management NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2022 ADDRESS: 5300 Rowland Road, Minnetonka MN 55343, United States DESCRIPTION: Managing and coordinating client's insurance, investment, financial and retirement goals NAME: KESTRA ADVISORY SERVICES POSITION: Registered Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2022 ADDRESS: 5707 Southwest Parkway Building 2 Ste. 400, Austin TX 78735, United States DESCRIPTION: Asset Allocation, manager and fund selection for client accounts. NAME:CRUMP LIFE INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2022 ADDRESS: 5900 Rowland Rd, Minnetonka MN 55343, United States DESCRIPTION: Review and advise clients on their life insurance needs NAME: MOUNT CALVARY LUTHERAN CHURCH COUNCIL POSITION: Council Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No #OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 301 Oak St, Excelsior MN 55331, United States DESCRIPTION: Help make high level decisions for the church.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-03-01 |
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