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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-04-20 |
Branch Locations
105 Roosevelt Boulevard, Marmora, NJ 08223 • 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 |
|---|---|---|---|---|
| Fbk Wealth Management, Llc | Marmora | NJ | 08/2010 | Present |
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | Present |
BN: Love of Linda Cancer Fund, Inc. Investment Related: No Address: PO Box 1053 Wildwood NJ 08260 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: President Start Date: 9/1/2006 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: President-run monthly meetings, manage website and Facebook page, general public relations, fundraising BN: Ocean City Fine Arts League Investment Related: No Address: 608 Asbury Avenue Ocean City NJ 08226 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Member Start Date: 3/1/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Board member-discuss events to hold, fundraising opportunities, art, help with website management BN: Etsy.com Investment Related: No Address: 24 E. 16th Street 2nd Fl Ocean City NJ 08226 Nature of Business: Other Other/None of the Above Selling artwork on etsy.com Position, Title or Relationship: Owner of seller page Start Date: 7/18/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Painting and uploading photos of artwork to seller page BN: Sunday Girl Eats Investment Related: No Address: 24 E 16th St FL 2 Ocean City NJ 08226 Nature of Business: Other Other/None of the Above Recipes in Ocean City Magazine Position, Title or Relationship: Recipe writer/cook/baker Start Date: 9/1/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Recipe writer/cook/baker BN: CAPE MAY COUNTY CHAMBER OF COMMERCE POSITION: Immediate Past Chairwoman NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/18/2024 ADDRESS: 13 Crest Haven Road P.O. Box 74, Cape May Court House NJ 08210 DESCRIPTION: Immediate past chair of the Board-attend quarterly board meetings and monthly executive committee meetings to discuss chamber events, business challenges and community involvement; help recruit new chamber members BN: REICH ASSET MANAGEMENT, LLC POSITION: Director of Operations and Marketing. Licensed non-producing rep NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2024 ADDRESS: 105 Roosevelt Blvd, Marmora NJ 08223 DESCRIPTION: Responsible for servicing all clients, firm operations and marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-07 |
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