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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 | 2018-05-01 |
| TX | RA | APPROVED | 2018-04-30 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
9191 Towne Centre Drive Suite 370, San Diego, CA 92122 • United States
Santee, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | San Diego | CA | 05/2010 | 04/2018 |
| Dive California | San Diego | CA | 03/2011 | 02/2017 |
| Foresters Advisory Services Llc | San Diego | CA | 12/2013 | 04/2018 |
| Beckmann Enterprises Llc | Santee | CA | 11/2015 | Present |
| Kestra Investment Services, Llc | Santee | CA | 04/2018 | Present |
| Kestra Advisory Services, Llc | Santee | CA | 04/2018 | Present |
Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor representative Start Date: 4/30/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: To provide investment Advisory Services Name: WELL-TRAVELED WEALTH POSITION: Registered Rep NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 04/30/2018 ADDRESS: 4455 Murphy Canyon Rd. Suite 100, San Diego CA 92123, United States DESCRIPTION: manage day to day operations. Meet with clients and manage assets Name: Weston Home Owner's Association Investment Related: No Address: 5473 Kearny Villa Rd. Suite 200 San Diego CA 92123 Nature of Business: Board Position Position, Title or Relationship: Board Member - Treasurer Start Date: 3/4/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I will be responsible to attend meetings every other month. I will be voting on issues pertaining to the community. As treasurer, I will be reviewing the monthly financials that are prepared by the HOA's management company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-29 |
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