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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 | 2023-01-04 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
601 Nw Loop 410 Suite 210, San Antonio, TX 78216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | San Antonio | TX | 03/2016 | 05/2019 |
| Foresters Advisory Services | San Antonio | TX | 06/2017 | 05/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2019 | 01/2023 |
| Cetera Investment Advisers Llc | San Antonio | TX | 06/2019 | 01/2023 |
| Kestra Investment Services, Llc | San Antonio | TX | 12/2022 | Present |
| Kestra Advisory Services, Llc | San Antonio | TX | 12/2022 | Present |
1. MISSION FINANCIAL PLANNERS, LLC, DBA FOR FINANCIAL ADVISOR PRACTICE Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 20 SECURITIES TRADING HOURS: 80 START DATE: 01/03/2023 ADDRESS: 601 NW Loop 410, Suite 102, San Antonio TX 78216 DESCRIPTION: Manage clients assets Name: MISSION INSURANCE PLANNERS, LLC POSITION: Managing Member NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/03/2023 ADDRESS: 2611 Shadow Cliff st, San Antonio TX 78232 DESCRIPTION: Help manage the LLC, the agents, and the clients. Name: MISSION FINANCIAL PLANNERS, LLC POSITION: Managing Member and Registered Rep NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 20 SECURITIES TRADING HOURS: 80 START DATE: 01/03/2023 ADDRESS: 601 NW Loop 410, Suite 102, San Antonio TX 78216 DESCRIPTION: Managing member of the LLC as well as a registered rep to serve clients. Find the appropriate investments that satisfy their needs. Name: MISSION PROACTIVE TAX PLANNING, LLC POSITION: Business Development NATURE: Tax Planning Services INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 08/01/2026 ADDRESS: 2 Cityplace Drive, Ste 200, Saint Louis MO 63141, United States DESCRIPTION: Interview prospects to data gather information to provide to tax attorney and staff to create tax planning proposal. Conduct tax planning proposal meeting with Tax Attorney or Staff to present tax planning proposal.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-01 |
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