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George W Threadgill

Kestra Advisory Services, LLC

Austin, TX

Austin, TX

CRD 6186492

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2018-07-30
  • TX RA
    APPROVED
    Since 2018-07-30

Branch Locations

Austin, TX • 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
Kestra Advisory Services, Llc Austin TX 07/2018 Present
Kestra Investment Services, Llc Austin TX 10/2014 Present
Other Businesses

Business Name: 5620 ASTER ROAD POSITION: Joint Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2023 ADDRESS: 5620 Aster Road, Knoxville TN 37918, United States DESCRIPTION: Rent house, property management Business Name: 4703 HIGH SCHOOL ROAD POSITION: Joint Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 4703 High School Road, Knoxville TN 37920 DESCRIPTION: Rent house, property management Business Name: 4709 VIRGINIA DARE LANE POSITION: Joint Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 4709 Virginia Dare lane, Austin TX 78754 DESCRIPTION: Rent house, property management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-16
  • S66 Uniform Combined State Law Examination
    2018-07-16
Other Names
  • Chip Threadgill
  • George Threadgill

View on SEC IAPD

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