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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-08 |
| MD | RA | APPROVED | 2020-10-29 |
Branch Locations
154 A N Market St, Frederick, MD 21701 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda | MD | 06/2014 | 10/2020 |
| Rs Will Wealth Management | Frederick | MD | 10/2020 | Present |
| Kestra Investment Services, Llc | Frederick | MD | 10/2020 | Present |
| Kestra Advisory Services, Llc | Frederick | MD | 10/2020 | Present |
Business Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Pkwy, Bldg 2 Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: financial planner Start Date: 10/28/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: holistic financial planning adhered to the specific client needs Business Name: RS Will Wealth Management Investment Related: Yes Address: 154 A N. Market St Frederick MD 21701 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Financial Planner Start Date: 10/28/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Holistic financial planning adhered to the specific needs of the client Business Name: HOOD COLLEGE POSITION: Adjunct Professor NATURE: Adjunct Professor INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2022 ADDRESS: 401 Rosemont Ave, Frederick MD 21701 DESCRIPTION: Instruct a course at Hood College
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-08 |
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