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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-10 |
| TX | RA | APPROVED | 2023-07-10 |
Branch Locations
1370 Washington Pike Ste 404, Bridgeville, PA 15017 • 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 |
|---|---|---|---|---|
| Pnc Investments | Greensburgh | PA | 08/2014 | 04/2017 |
| Pnc Bank | Greensburgh | PA | 08/2014 | 04/2017 |
| Citizens Securities, Inc. | Bethel Park | PA | 04/2017 | 06/2023 |
| Kestra Investment Services, Llc | Bridgeville | PA | 06/2023 | Present |
| Kestra Advisory Services, Llc | Bridgeville | PA | 06/2023 | Present |
Business Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/15/2023 ADDRESS: 5707 Southwest Parkway, Building 2 Suite 400, Austin TX 78735 DESCRIPTION: IAR Business Name: RETIRE RIGHT FINANCIAL PLANNING POSITION: Registered Rep NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/15/2023 ADDRESS: 1370 Washington Pike, Suite 404, Bridgeville PA 15017 DESCRIPTION:Registered Rep
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-17 |
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