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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-15 |
Branch Locations
137 E Dublin Granville Rd Suite A, Worthington, OH 43085 • United States
Liberty Township, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Worthington | OH | 04/2014 | 05/2020 |
| Securities America Advisors Inc. | Worthington | OH | 03/2019 | 05/2020 |
| Commonwealth Financial Network | Waltham | MA | 05/2020 | 03/2022 |
| Commonwealth Financial Network | Waltham | OH | 03/2022 | 08/2025 |
| Kestra Advisor Services, Llc | Worthington | OH | 08/2025 | Present |
NAME: Kestra Advisory Services POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/12/2025 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400 Austin, Texas 78735 DESCRIPTION: IAR NAME: Buckley Financial Planning, LLC POSITION: Operations NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/12/2025 ADDRESS: 137 Dublin Granville Road Suite A Worthington, Ohio 43085 DESCRIPTION: Assist advisors with client preparation and various back office operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-21 |
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