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Kestra Advisory Services, LLC CRD 283330
$79.8B regulatory AUM 6,392 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-01 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
2701 Kirby Dr, Houston, TX 77098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Capital Advisors Llc | Houston | TX | 06/2012 | 05/2019 |
| B.RIley Wealth Management, Inc. | Houston | TX | 05/2019 | 10/2024 |
| B. Riley Wealth Advisors, Inc. | Houston | TX | 07/2022 | 10/2024 |
| Kestra Investment Services Llc | Houston | TX | 10/2024 | Present |
| Kestra Advisory Services Llc | Houston | TX | 10/2024 | Present |
Bus Name: MSCOTT INVESTMENTS, LLC POSITION: Managing Member/Owner NATURE: Pass Through INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 2701 Kirby Dr, Houston TX 77429 DESCRIPTION: Entity used for tax purposes. Bus Name: WEALTH EMPOWERMENT FINANCIAL STRATEGIES POSITION: Managing Partner NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/06/2025 ADDRESS: 2701 Kirby Dr, Houston TX 77098, United States DESCRIPTION: Independent Financial Consultant/Advisor Bus 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: 03/06/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-04 |
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