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Tamaris Conkleton

Kestra Advisory Services, LLC

Heartland, TX

Austin, TX

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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-23
  • TX RA
    APPROVED
    Since 2025-06-23

Branch Locations

Heartland, TX • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
1St Global Capital Corp Dallas TX 09/2013 12/2018
1St Global Advisors, Inc Dallas TX 09/2013 12/2018
Perfume & Heels Heartland TX 12/2018 12/2019
Icco Solutions Heartland TX 08/2018 12/2019
Grove Point Advisors, Llc Rockville MD 04/2021 12/2021
Grove Point Investments, Llc Rockville MD 04/2021 12/2021
H. Beck, Inc Rockville MD 05/2019 03/2021
Reged, Inc Morrisville NC 12/2021 11/2022
Nextera Energy, Inc Juno Beach FL 01/2023 01/2024
Kestra Investment Services, Llc Austin TX 04/2025 Present
N/A Dallas TX 01/2024 04/2025
  • 09/2013 → 12/2018
    1St Global Capital Corp
    Dallas, TX
  • 09/2013 → 12/2018
    1St Global Advisors, Inc
    Dallas, TX
  • 12/2018 → 12/2019
    Perfume & Heels
    Heartland, TX
  • 08/2018 → 12/2019
    Icco Solutions
    Heartland, TX
  • 04/2021 → 12/2021
    Grove Point Advisors, Llc
    Rockville, MD
  • 04/2021 → 12/2021
    Grove Point Investments, Llc
    Rockville, MD
  • 05/2019 → 03/2021
    H. Beck, Inc
    Rockville, MD
  • 12/2021 → 11/2022
    Reged, Inc
    Morrisville, NC
  • 01/2023 → 01/2024
    Nextera Energy, Inc
    Juno Beach, FL
  • 04/2025 → Present
    Kestra Investment Services, Llc
    Austin, TX
  • 01/2024 → 04/2025
    N/A
    Dallas, TX
Previous Registrations
  • 2021-04-01 → 2021-12-03
    Grove Point Advisors, Llc
    Rockville, MD
    Heartland, TX
    Rockville, MD
  • 2019-05-23 → 2021-04-01
    Grove Point Investments, Llc
    Heartland, TX
    Rockville, MD
  • 2013-09-17 → 2018-12-31
    1St Global Advisors Inc
    Dallas, TX
  • 2013-02-04 → 2013-09-09
    Hilltop Securities Inc.
    Dallas, TX
  • 2012-07-02 → 2013-02-04
    1St Global Advisors Inc
    Dallas, TX
  • 2006-08-14 → 2009-01-27
    Momentum Independent Network Inc.
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-11
  • S66 Uniform Combined State Law Examination
    2006-08-11
Other Names
  • Tamaris S Conkleton

View on SEC IAPD

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