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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-22 |
Branch Locations
10 Walden St Floor 3, Williamstown, MA 01267 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2022 | 01/2024 |
| Girardi Distributors | Pittsfield | MA | 04/2016 | 02/2022 |
| Drury High School | North Adams | MA | 08/2014 | 11/2016 |
| Commonwealth Financial Network | Waltham | MA | 01/2024 | 10/2025 |
| Kestra Advisory Services, Llc | Williamstown | MA | 10/2025 | Present |
| Kestra Investment Services, Llc | Williamstown | MA | 10/2025 | Present |
NAME: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/16/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: GREEN RIVER FINANCIAL SERVICES POSITION: Investment Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/16/2025 ADDRESS: 10 Walden St, Williamstown MA 01267, United States DESCRIPTION: Maintain client relationships, manage portfolios, asset management, and find retirement & education solutions through both fiduciary advisory obligations as well as brokerage business, to meet each clients goals and objectives.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-25 |
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