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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 | 2026-06-04 |
| TX | RA | APPROVED_RES | 2026-06-03 |
Branch Locations
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 Advisory Services, Llc | Austin | TX | 05/2026 | Present |
| Kestra Investment Services, Llc | Austin | TX | 05/2026 | Present |
| Raymond James Financial Services, Inc. | Centennial | CO | 08/2015 | 05/2026 |
| Raymond James Financial Services Advisors, Inc. | Centennial | CO | 05/2020 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-24 |
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