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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-11-27
TX RA APPROVED 2023-11-27
  • IN RA
    APPROVED
    Since 2023-11-27
  • TX RA
    APPROVED
    Since 2023-11-27

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

7635 West Jefferson Blvd., Fort Wayne, IN 46804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Wayne IN 05/2014 01/2017
Shelton Financial Group Fort Wayne IN 02/2017 11/2023
Comprehensive Asset Management And Servicing, Inc. Parsippany NJ 02/2017 01/2018
Usa Financial Securities Corporation Ada MI 01/2018 11/2023
Kestra Advisory Services, Llc Fort Wayne IN 11/2023 Present
Kestra Investment Services, Llc Fort Wayne IN 11/2023 Present
  • 05/2014 → 01/2017
    Fort Wayne, IN
  • 02/2017 → 11/2023
    Shelton Financial Group
    Fort Wayne, IN
  • 02/2017 → 01/2018
    Comprehensive Asset Management And Servicing, Inc.
    Parsippany, NJ
  • 01/2018 → 11/2023
    Usa Financial Securities Corporation
    Ada, MI
  • 11/2023 → Present
    Fort Wayne, IN
  • 11/2023 → Present
    Kestra Investment Services, Llc
    Fort Wayne, IN
Previous Registrations
Other Businesses

Business Name: SHELTON FINANCIAL GROUP POSITION: Registered Representative NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/15/2023 ADDRESS: 7635 West Jefferson Blvd., Fort Wayne IN 46804 DESCRIPTION: Registered Representative duties Business Name: KESTRA ADVISORY SERVICES POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/15/2023 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: Investment Advisor Representative

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-13
  • S66 Uniform Combined State Law Examination
    2009-11-13
Designations
Other Names
  • Matthew Eric Fry
  • Matthew Fry
  • Matthew E Fry

View on SEC IAPD

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