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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-08-11 |
| TX | RA | APPROVED | 2026-08-11 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
230 S Berniston Ave Suite 910, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wunderlich Securities Inc. | Memphis | TN | 02/2015 | 12/2019 |
| Commonwealth Financial Network | Waltham | MA | 12/2019 | 08/2026 |
| One Bridge Wealth Management | Clayton | MO | 12/2019 | 08/2026 |
| Kestra Investments Services Llc | Clayton | MO | 08/2026 | Present |
| Kestra Advisory Services Llc | Clayton | MO | 08/2026 | 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: 08/10/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: ONE BRIDGE WEALTH MANAGEMENT POSITION: Owner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/28/2019 ADDRESS: 230 S. Bemiston, Suite 910, St. Louis MO 63105, United States DESCRIPTION: Manage clients and run the business. Name: JPW, LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/19/2017 ADDRESS: 1447 Fawnvalley Drive, Des Peres MO 63131, United States DESCRIPTION: Manage leases and property. Name: WEDGE II, LLC POSITION: Owner NATURE: a private entity established to facilitate securities, advisory, and insurance business; INVESTMENT RELATED: Yes # OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/08/2021 ADDRESS: 1447 Fawnvalley Drive, Des Peres MO 63131, United States DESCRIPTION: Facilitate securities, advisory, and insurance business; as of 12/02/2019; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-31 |
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