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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 | 2024-08-08 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Nashville | TN | 01/2015 | 02/2021 |
| International Assets Advisory, Llc | Dallas | TX | 03/2021 | 12/2021 |
| Lincoln Financial Securities | Dallas | TX | 02/2022 | 08/2024 |
| Kestra Investment Services, Llc | Dallas | TX | 08/2024 | Present |
Business Name: MAT FINANCIAL SERVICES POSITION: Rep Representative NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/08/2024 ADDRESS: 3030 Hester Ave, Apt 627, Dallas TX 75205 DESCRIPTION: Registered Representative Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/08/2024 ADDRESS: 5707 Southwest Parkway, Building 2, suite 400, Austin TX 78735 DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-29 |
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