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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2016-04-20 |
Branch Locations
Louisville, CO • United States
357 South Mccaslin Blvd Suite 200, Louisville, CO 80027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcmanus Wealth Building And Management | Louisville | CO | 01/2005 | Present |
| Kestra Advisory Services, Llc | Louisville | CO | 04/2016 | Present |
| Kestra Investment Services, Llc | Louisville | CO | 12/2013 | Present |
Business Name: McManus Wealth Bldg & Mgmt (Insurance) Investment Related: Yes Address: 482 W Spruce St Louisville CO 80027 Nature of Business: Insurance Position, Title or Relationship: Owner Start Date: 6/20/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Review client insurance needs, determine suitability of products, present & explain insurance options, service policies.Business Name: MCMANUS WEALTH BUILDING & MANAGEMENT Investment Related: Yes Address: 482 W Spruce St LOUISVILLE CO 80027 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Owner Start Date: 12/13/2013 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: OperationsBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Investment advisory services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-17 |
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