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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-02 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
308 W Pennsylvania Avenue, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Towson | MD | 05/2012 | 10/2022 |
| Private Advisor Group | Towson | MD | 08/2021 | 10/2022 |
| Verdence Capital Advisors, Llc | Hunt Valley | MD | 10/2022 | 09/2025 |
| Kestra Investment Services, Llc | Towson | MD | 10/2025 | Present |
| Kestra Advisory Services, Llc | Towson | MD | 10/2025 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: CAPITAL FINANCIAL PARTNERS, LLC POSITION: Director of Private Wealth Services NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2025 ADDRESS: 308 W. Pennsylvania Avenue, Towson MD 21204, United States DESCRIPTION: Client account and relationship management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-04 |
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