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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_RES | 2026-05-12 |
| DE | RA | APPROVED | 2024-04-01 |
| PA | RA | APPROVED | 2024-04-01 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1415 Foulk Road Suite 202, Wilmington, DE 19803 • United States
West Chester, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2022 | 03/2024 |
| University Of Delaware | Newark | DE | 08/2018 | 05/2022 |
| Sherwood High School | Sandy Spring | MD | 08/2014 | 06/2018 |
| Door Dash Contact Person | Newark | DE | 03/2021 | 04/2021 |
| Kestra Advisory Services, Llc | Wilmington | DE | 04/2024 | Present |
| Kestra Investment Services, Llc | Wilmington | DE | 04/2024 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: Affiliate NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 170 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2024 ADDRESS: 5705 Southwest Pkwy, Unit 2, Austin TX 78735, United States DESCRIPTION: Financial Advisor/Financial Planner Name: MIDATLANTIC WEALTH PARTNERS POSITION: Associate Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2026 ADDRESS: 1415 Foulk Rd Suite 202, Wilmington DE 19803, United States DESCRIPTION: Assist lead advisor with all planning activities and client engagements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-22 |
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