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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_RES | 2024-05-02 |
| AZ | RA | APPROVED | 2024-05-01 |
Branch Locations
1627 N Swan Rd Suite 125, Tuscon, AZ 85712 • 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 |
|---|---|---|---|---|
| A&M Desert Financial Services | Tucson | AZ | 06/2014 | 11/2021 |
| Kevin Dick Investment Management Group | Tucson | AZ | 12/2021 | 05/2024 |
| Kestra Investments Services, Llc | Tucson | AZ | 05/2024 | Present |
| Kestra Advisory Services, Llc | Tucson | AZ | 05/2024 | Present |
Business Name: KDI WEALTH MANAGEMENT POSITION: RR NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2024 ADDRESS: 1627 North Swan Road, Suite 125, Tucson AZ 85712, United States DESCRIPTION: RR 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: 05/01/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-23 |
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