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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-04 |
| TX | RA | APPROVED_RES | 2025-08-04 |
Branch Locations
4924 Cahaba River Rd, Vestavia Hills, AL 35243 • 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 |
|---|---|---|---|---|
| Davenport & Company Llc | Greensboro | NC | 05/2013 | 11/2021 |
| Commonwealth Financial Network | Waltham | MA | 11/2021 | 08/2025 |
| Kestra Investment Services, Llc | Vestavia Hills | AL | 08/2025 | Present |
| Kestra Advisory Services, Llc | Vestavia Hills | AL | 08/2025 | Present |
Name: KESTRA ADVISORY SERVICES, LLC POSITION: Registered Client Service Associate NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/04/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: office management customer service client account servicing submitting trades and financial transactions Name: THE BENJAMIN GROUP POSITION: Registered Client Service Associate NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/04/2025 ADDRESS: 4924 Cahaba River Rd, Vestavia Hills AL 35243, United States DESCRIPTION: Office management Customer service Client Account opening and maintenance Submitting trades and financial transactions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-21 |
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