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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-04-18 |
Branch Locations
2300 Contra Costa Blvd Suite 600, Pleasant Hill, CA 94596 • United States
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 |
|---|---|---|---|---|
| Kestra Investment Services, Llc. | Pleasant Hill | CA | 01/2001 | Present |
| Kestra Advisory Services, Llc. | Pleasant Hill | CA | 04/2016 | Present |
Business 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: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: NFP CA INSURANCE SERVICES, INC. POSITION: Regional Managing Director NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 136 SECURITIES TRADING HOURS: 119 START DATE: 09/01/2011 ADDRESS: 2300 Contra Costa Blvd., Pleasant Hill CA 94523 DESCRIPTION: Oversee offices
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-14 |
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