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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2019-09-04
  • MI RA
    APPROVED
    Since 2019-09-04

Branch Locations

Rochester Hills, MI • United States

400 West Fourth Street Suite 300, Royal Oak, MI 48067 • 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
Axa Advisors, Llc New York NY 03/2006 06/2019
Cambridge Financial Troy MI 10/2004 06/2019
Kestra Investment Services Llc Royal Oak MI 09/2019 Present
Kestra Advisory Services Llc Royal Oak MI 09/2019 Present
  • 03/2006 → 06/2019
    Axa Advisors, Llc
    New York, NY
  • 10/2004 → 06/2019
    Cambridge Financial
    Troy, MI
  • 09/2019 → Present
    Kestra Investment Services Llc
    Royal Oak, MI
  • 09/2019 → Present
    Royal Oak, MI
Previous Registrations
Other Businesses

Business Name: CATCH Investment Related: No Address: 223 Fisher Building, 3011 West Grand Boulevard Detroit MI 48202 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board of Trustee Start Date: 1/1/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Assist with Mission Business 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: IAR Start Date: 7/22/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: IAR Business Name: Cambridge Consulting Group, LLC DBA NFP Investment Related: No Address: 400 West Fourth Street, Suite 300 Royal Oak MI 48067 Nature of Business: Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Managing Director Start Date: 7/22/2019 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Manage Business, Business Development and client retention

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-13
  • S66 Uniform Combined State Law Examination
    2006-07-13
Other Names
  • Cameron Kennedy

View on SEC IAPD

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