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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 2024-05-22
  • TX RA
    APPROVED
    Since 2024-05-22

Branch Locations

Austin, 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
Kestra Investment Services Llc Austin TX 01/2022 Present
Chase Bank Austin TX 12/2018 12/2021
24 Diner Austin TX 08/2018 12/2018
Satellite Bistro & Bar Austin TX 05/2016 08/2018
Kestra Advisory Services Llc Austin TX 05/2024 Present
  • 01/2022 → Present
    Kestra Investment Services Llc
    Austin, TX
  • 12/2018 → 12/2021
    Chase Bank
    Austin, TX
  • 08/2018 → 12/2018
    24 Diner
    Austin, TX
  • 05/2016 → 08/2018
    Satellite Bistro & Bar
    Austin, TX
  • 05/2024 → Present
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-20
  • S66 Uniform Combined State Law Examination
    2024-05-20

View on SEC IAPD

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