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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-15 |
| NJ | RA | APPROVED | 2024-10-29 |
Branch Locations
4000 Route 66 Suite 123B, Tinton Falls, NJ 07753 • 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 |
|---|---|---|---|---|
| Minnesota Mutual Life Insurance Co | St. Paul | MN | 05/2010 | 07/2018 |
| Securian Financial Services Inc | St. Paul | MN | 05/2010 | 07/2018 |
| Mid-Atlantic Resource Group | Wall | NJ | 05/2010 | 07/2018 |
| Woodbury Financial Services Inc | Neptune | NJ | 07/2018 | 01/2024 |
| Osaic Wealth, Inc. | Tinton Falls | NJ | 01/2024 | 10/2024 |
| Kestra Investment Services, Llc | Tinton Falls | NJ | 10/2024 | Present |
| Kestra Advisory Services, Llc | Tinton Falls | NJ | 09/2024 | 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: 10/30/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: OBSIDIAN WEALTH ADVISORS POSITION: owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2024 ADDRESS: 4000 Route 66 Suite 123B, Tinton Falls NJ 07753, United States DESCRIPTION: There are no obligations because Obsidian is a DBA only there is no entity, everything flows through 1099's to my sole prop. My duties and responsibilities are to act in the best interest of my clients and provide them with Insurance. 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: 10/29/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-20 |
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