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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 | 2026-08-11 |
| OH | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-01 |
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