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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 | 2019-05-21 |
| TX | RA | APPROVED | 2019-05-20 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
100 W. Broadway Suite 3000, Long Beach, CA 90802 • United States
Stanton, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Service - E85 Los Angeles - Cp | Monrovia | CA | 12/2008 | 05/2019 |
| Foresters Financial Service - E85 Los Angeles - Cp | Monrovia | CA | 09/2013 | 05/2019 |
| Kestra Investment Services, Llc. | Long Beach | CA | 05/2019 | Present |
| Kestra Advisory Services, Llc. | Long Beach | CA | 05/2019 | Present |
Business Name: Well-Traveled Wealth Investment Related: Yes Address: 100 W. Broadway Suite 3000 Long Beach CA 90802 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: 5/17/2019 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Working with clients to address there financial planning needs including asset management and insuranceBusiness 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: 5/17/2019 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Providing asset management services as an overall part of helping plan towards there financial goals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-06 |
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