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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_RES | 2023-07-27 |
| IL | RA | APPROVED | 2016-12-22 |
Branch Locations
1700 Park Street, Suite 200, Naperville, IL 60563 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
St. Charles, IL • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/1999 | 12/2016 |
| Kestra Investment Services, Llc | Naperville | IL | 12/2016 | Present |
| Kestra Advisory Services, Llc | Naperville | IL | 12/2016 | Present |
Business Name: Partners Wealth Management, Inc. Investment Related: Yes Address: 1700 Park St., Ste. 200 Naperville IL 60563 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 12/20/2016 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Meeting with clients, providing financial assistanceBusiness Name: The Income Benefits Group Holdings, LLC Investment Related: No Address: 1730 Park St., Ste. 217 Naperville IL 60563 Nature of Business: Real Estate Position, Title or Relationship: Member Start Date: 4/12/2005 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Authorized signerBusiness 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: Financial Advisor Start Date: 12/20/2016 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Financial consulting & Planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-21 |
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