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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 | 2022-09-27 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
25007 Bow Wood Court, Spring, TX 77389 • United States
3061 Split Rail Ln, Seguin, TX 78155 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | San Antonio | TX | 08/2022 | Present |
| Texas State University | San Marcos | TX | 05/2019 | 05/2022 |
| Skip's Beer, Wine, & Liquor | New Braunfels | TX | 12/2020 | 05/2021 |
| Unemployed | Seguin | TX | 12/2018 | 05/2019 |
| Lockheed Martin | Aurora | CO | 02/2004 | 12/2018 |
| Kestra Advisory Services, Llc | San Antonio | TX | 08/2022 | Present |
Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 32 START DATE: 08/29/2022 DDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Investment Advising Client Acquisition Business Name: STEVEN LONG POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 09/04/2023 ADDRESS: 13750 San Pedro, Suite 650, San Antonio TX 78232, United States DESCRIPTION: Insurance Policies under Group 1 Texas License Business Name: BENCHMARK WEALTH MANAGEMENT LLC POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2022 ADDRESS: 3061 Split Rail Ln, Seguin TX 78155, United States DESCRIPTION: Selling Life and Health for Group 1 TX License Business Name: COASTLANDS LLC POSITION: Owner NATURE: LLC for tax purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 3061 Split Rail Ln, Seguin TX 78155, United States DESCRIPTION: Selling Life and Health for Group 1 TX License Buiness Name: STEVEN LONG POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 09/04/2023 ADDRESS: 3061 Split Rail Ln, Seguin TX 78155, United States DESCRIPTION: Insurance Policies under Group 1 Texas License
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-23 |
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