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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-08-21 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
4171 Crescent Drive Suite 200, Saint Louis , MO 63129 • United States
Saint Louis, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 02/2016 | 08/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 08/2026 |
| Kestra Investment Services Llc | St. Louis | MO | 08/2026 | Present |
| Kestra Advisory Services Llc | St. Louis | MO | 08/2026 | Present |
Name: KESTRA ADVISORY SERVICE POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/24/2026ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: WEALTHPLAN ADVISORS GROUP POSITION: IAR NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/24/2026 ADDRESS: 4171 Crescent Drive, Suite 200, Saint Louis MO 63129, United States DESCRIPTION: Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-12 |
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