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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-30 |
| PA | RA | APPROVED | 2025-09-04 |
Branch Locations
10706 115Th Avenue, Largo, FL 33778 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mansfield | OH | 07/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mansfield | OH | 11/2016 | 02/2017 |
| Lincoln Financial Securities Corporation | Wexford | PA | 02/2017 | 07/2024 |
| Commonwealth Financial Network | Waltham | MA | 07/2024 | 09/2025 |
| Kestra Advisory Services, Llc. | Beaver | PA | 09/2025 | Present |
| Kestra Investment Services, Llc | Beaver | PA | 09/2025 | 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: 09/06/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: EXCELLA WEALTH CONSULTING POSITION: Investment Advisor Representative NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/06/2025 ADDRESS: 628 CHESHIRE DR, SEVEN FIELDS PA 16046, United States DESCRIPTION: REGISTERED REP ACTIVITIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-29 |
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