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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-05 |
Branch Locations
1605 Carmody Court Suite 400, Sewickley, PA 15143 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Canonsburg | PA | 01/2011 | 01/2021 |
| Goldman Sachs & Co. Llc | Canonsburg | PA | 01/2021 | 12/2025 |
| Kestra Investment Services, Llc | Sewickley | PA | 12/2025 | Present |
| Kestra Private Wealth Services, Llc | Sewickley | PA | 12/2025 | Present |
NAME: KINDRED WEALTH PARTNERS POSITION: Registered Field Assistant NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2025 ADDRESS: 1603 Carmody Court, Suite 302, Sewickley PA 15143, United States DESCRIPTION: Aid advisors with onboarding clients, preparing financial analysis and planning recommendations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-05 |
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