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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-05-02 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
800 Mount Vernon Highway Ne Suite 350, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Bellaire | TX | 06/2015 | 10/2023 |
| Osaic Wealth, Inc. | Bellaire | TX | 09/2023 | 10/2023 |
| Kestra Investment Services, Llc | Bellaire | TX | 10/2023 | 02/2024 |
| Kestra Advisory Services, Llc | Bellaire | TX | 10/2023 | 02/2024 |
| Wells Fargo Advisors Financial Network, Llc | Peachtree City | GA | 02/2024 | 04/2024 |
| Kestra Investment Services, Llc | Atlanta | GA | 04/2024 | Present |
| Kestra Advisory Services, Llc | Atlanta | GA | 04/2024 | Present |
Business 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: 130 START DATE: 04/22/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Business Name: ELEMENT WEALTH ADVISORS POSITION: RR NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/22/2024 ADDRESS: 800 Mount Vernon Hwy NE, Suite 350, Atlanta GA 30328, United States DESCRIPTION: RR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-20 |
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