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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED_RES | 2025-11-04 |
Branch Locations
411 St. Petersburg Dr E, Oldsmar, FL 34677 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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 |
|---|---|---|---|---|
| Principal Life Ins Co | Tampa | FL | 11/2013 | 11/2025 |
| Principal Securities Inc | Tampa | FL | 11/2013 | 11/2025 |
| Pittman Financial Group, Llc | Tampa | FL | 03/2015 | 11/2025 |
| Kestra Investment Services, Llc | Oldsmar | FL | 11/2025 | Present |
| Kestra Advisory Services, Llc | Oldsmar | FL | 11/2025 | 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: 11/05/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: SECURITY FINANCIAL MANAGEMENT POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/05/2025 ADDRESS: 2420 S Lakemont Ave, STE 120, Orlando FL 32814, United States DESCRIPTION: Transact financial services for clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-11 |
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