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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-07-14 |
| VA | RA | APPROVED | 2026-07-14 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1415 Foulk Road Suite 202, Wilmington, DE 19803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Safe Harbor Financial Advisors, Llc | Fairfax | VA | 06/2009 | 06/2026 |
| Reilly Law, Plc | Fairfax | VA | 01/2010 | 06/2026 |
| Dunlap Bennett & Ludwig, Pllc | Leesburg | VA | 01/2024 | 06/2026 |
| Safe Harbor Tax Services, Llc | Fairfax | VA | 12/2019 | 06/2026 |
| Zeiders Enterprises | Woodbridge | VA | 03/2014 | 09/2018 |
| Kestra Advisory Services, Llc | Wilmington | DE | 07/2026 | Present |
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