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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-23 |
Branch Locations
800 N Magnolia Ave Suite 420, Orlando, FL 32803 • 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 |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Orlando | FL | 11/2013 | 04/2024 |
| Agia | Houston | TX | 12/2022 | 04/2024 |
| Kestra Investment Services, Llc | Orlando | FL | 04/2024 | Present |
| Kestra Advisory Services, Llc | Orlando | FL | 04/2024 | Present |
Name: KESTRA ADVISORY SERVICES, LLC POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: No # OF HOURS: 35 SECURITIES TRADING HOURS: 35 START DATE: 04/16/2024 ADDRESS: 5707 Southwest Parkway, Austin TX 78735, United States DESCRIPTION: Financial Planning Wealth Management Retirement Plan consulting Name: EVOLVE ADVISOR GROUP POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 40 START DATE: 04/15/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Financial Advisor, wealth management, financial planning and retirement plan consulting Name: LIFE INSURANCE SALES POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 05/13/2024 ADDRESS: 2208 Hillcrest Street, Orlando FL 32803 DESCRIPTION: life insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-11 |
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