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Current Employers
Kestra Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-08
  • TX RA
    APPROVED
    Since 2026-07-08

Branch Locations

130 Chieftain Suite 101, Waxahachie, TX 75165 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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
OrganizationCityStateFromTo
Edward Jones St. Louis MO 10/2010 07/2026
Kestra Investment Services, Llc Waxahachie TX 07/2026 Present
Kestra Advisory Services, Llc Waxahachie TX 07/2026 Present
Previous Registrations
  • 2010-12-06 → 2026-07-13
    Cedar Hill, TX
    Waxahachie, TX
    St Louis, MO
    Granbury, TX
    Granbury, TX
    Granbury, TX
Other Businesses

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: 06/16/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: WILSON STRATEGICS POSITION: Founder NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 06/08/2026 ADDRESS: 10700 Oates Branch Lane, Fort Worth TX 76126, United States DESCRIPTION: Strategic oversight of SOP delivery and platform oversight. Name: PEARLS HOMES POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/12/2026 ADDRESS: 10700 Oates Branch Lane, Fort worth TX 76126, United States DESCRIPTION: Provide real estate property and oversight of property management. Name: MOONSHOT FINANCIAL GROUP POSITION: RR NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/08/2026 ADDRESS: 130 Chieftain Dr, 101, Waxahachie TX 75165, United States DESCRIPTION: Registered rep activities of recommending securities and advice.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-03
  • S66 Uniform Combined State Law Examination
    2010-12-03
Other Names
  • Tanisha Wilson

View on SEC IAPD

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