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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 | 2016-04-20 |
Branch Locations
26400 Lahser, Ste. 312,, Southfield, MI 48033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Southfield | MI | 04/2016 | Present |
| Kestra Investment Services, Llc | Southfield | MI | 08/2010 | Present |
Business Name: Baker Group Investment Related: Yes Address: 26400 Lahser Rd. Ste. 312 Southfield MI 48072 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Employee Start Date: 5/13/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: we will assist clients with getting the applicable insurance that fits their specific needs Business Name: Executive Compensation Plans Investment Related: Yes Address: 26400 Lahser Rd. Ste. 312 Southfield MI 48072 Nature of Business: Other TPA Position, Title or Relationship: Employee Start Date: 5/13/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I will assist in gathering the information to calculate the required numbers or to get to our tax attorney for additional assistance when needed. Business 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: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-14 |
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