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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2018-08-27 |
Branch Locations
870 Kipling St. Suite A, Lakewood, CO 80215 • 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 |
|---|---|---|---|---|
| Personal Benefit Financial | Lakewood | CO | 07/2015 | Present |
| Royal Alliance | Lakewood | CO | 07/2015 | 08/2018 |
| Kestra Investment Services, Llc | Lakewood | CO | 08/2018 | Present |
| Kestra Advisory Services, Llc | Lakewood | CO | 08/2018 | Present |
Name: Kestra Advisory Services Investment Related: Yes Address: 5707 Southwest Parkway Building2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: salaried staff advisor Start Date: 8/27/2018 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: meet with clients, discuss and implement investment strategies Name: Personal Benefit Financial Investment Related: Yes Address: 870 Kipling St Lakewood CO 80215 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: staff advisor Start Date: 8/27/2018 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: staff advisor Name: SHORT TERM RENTAL POSITION: owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 16000 W. 52nd Dr, golden CO 80403, United States DESCRIPTION: My husband is going to be in charge of the rental and cleaning. MY FEDERAL RETIREMENT & BENEFITS POSITION: assistant NATURE: Seminars for Federal Employees INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 870 kipling st, lakewood CO 80215, United States DESCRIPTION: Prepart seminar materials, and present materials
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-08 |
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