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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED | 2025-11-03 |
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 |
|---|---|---|---|---|
| Nylife Securities Llc | Okemos | MI | 05/2010 | 07/2020 |
| New York Life | Okemos | MI | 04/2010 | 07/2020 |
| Eagle Strategies Llc | Grand Rapids | MI | 12/2014 | 07/2020 |
| Commonwealth Financial Network | Waltham | MA | 07/2020 | 11/2025 |
| Heritage Wealth Management | Wyoming | MI | 07/2020 | 11/2025 |
| Kestra Investment Services, Llc | Wyoming | MI | 11/2025 | Present |
| Kestra Advisory Services, Llc | Wyoming | MI | 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: 11/03/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: HERITAGE WEALTH MANAGEMENT POSITION: Owner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/03/2025 ADDRESS: 4166 56th st sw, Suite B, wyoming MI 49418, United States DESCRIPTION: Selling insurance as needed to clients. Name: PEAR TREE VENTURES POSITION: Partner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/12/2025 ADDRESS: 13156 Gladden Flds Ct N, Kent City MI 49330-9799, United States DESCRIPTION: Managing member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-22 |
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