Best Investors Account Sign in
Current Employers
Kestra Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-11
OH RA APPROVED 2026-05-06
  • TX RA
    APPROVED
    Since 2026-08-11
  • OH RA
    APPROVED
    Since 2026-05-06

Branch Locations

1422 Euclid Avenue Suite 630, Cleveland, OH 44115 • United States

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

Avon, OH • 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 Cleveland OH 02/2022 Present
Bowlilng Green State University Bowling Green OH 08/2018 06/2022
Bendix Commercial Vehicle Systems Elyria OH 01/2020 01/2021
Allyson's Flowers Westlake OH 12/2018 08/2019
Providence Church Avon OH 06/2016 08/2019
Boiler Specialists Cleveland OH 06/2016 08/2018
Westlake High School Westlake OH 08/2014 06/2018
Kestra Advisory Services Llc Cleveland OH 05/2026 Present
  • 02/2022 → Present
    Kestra Investment Services Llc
    Cleveland, OH
  • 08/2018 → 06/2022
    Bowlilng Green State University
    Bowling Green, OH
  • 01/2020 → 01/2021
    Bendix Commercial Vehicle Systems
    Elyria, OH
  • 12/2018 → 08/2019
    Allyson's Flowers
    Westlake, OH
  • 06/2016 → 08/2019
    Providence Church
    Avon, OH
  • 06/2016 → 08/2018
    Boiler Specialists
    Cleveland, OH
  • 08/2014 → 06/2018
    Westlake High School
    Westlake, OH
  • 05/2026 → Present
    Cleveland, OH
Other Businesses

Name: ABBUHL BROTHERS CONSTRUCTION POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes, # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2023 ADDRESS: 37890 Lake Drive, Avon OH 44011, United States DESCRIPTION: Meet government standards/regulations, fixing houses, paying bills, selecting projects. Name: MAGIS ADVISORY GROUP POSITION: I am a licensed insurance agent. NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/12/2025 ADDRESS: 36711 American Way, Suite 2F, Avon OH 44011, United States DESCRIPTION: I help clients choose appropriate insurance products for themselves/their employees. This involves gathering and presenting information to the clients. 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: 05/18/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-01
  • S66 Uniform Combined State Law Examination
    2026-05-01

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cleveland, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor