Marissa Ellerbe Beth Griebel

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2016-04-19

TX RA
APPROVED

Since 2016-04-19

Branch Locations

5707 Southwest Parkway Building 2, Ste 400, Austin, TX 78739 • United States

Austin, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Kestra Investment Services, Llc	Austin	TX	09/2015	Present
Kestra Advisory Services, Llc	Austin	TX	04/2016	Present

09/2015 → Present

Kestra Investment Services, Llc

Austin, TX
04/2016 → Present

Kestra Advisory Services, Llc

Austin, TX

Other Businesses

Business Name: Marissa Griebel Investment Related: Yes Address: 8211 Nicola Trail Austin TX 78745 Nature of Business: Insurance Position, Title or Relationship: Owner Start Date: 5/26/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Rep of record for personal and spouse's term life insurance policy

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-11-17
S63	Uniform Securities Agent State Law Examination	2013-03-21

S66 Uniform Combined State Law Examination

2015-11-17
S63 Uniform Securities Agent State Law Examination

2013-03-21

Other Names

Marissa Ellerbe Beth Saleman

View on SEC IAPD