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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 | 2020-12-15 |
| CA | RA | APPROVED | 2020-12-11 |
Branch Locations
125 High Street Suite 220, Boston, MA 02110 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Danville, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Houston | TX | 06/2013 | 08/2019 |
| Morgan Stanley | Boston | MA | 09/2019 | 11/2020 |
| Kestra Investment Services, Llc | Boston | MA | 12/2020 | Present |
| Kestra Advisory, Llc | Boston | MA | 12/2020 | Present |
Business Name: Windsor Private Wealth, LLC Investment Related: Yes Address: 125 High Street, Suite 220 Boston MA 02110 Nature of Business: Registered Field Assistant; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Client Service Associate Start Date: 11/30/2020 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Client ServiceBusiness Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin, TX TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 12/2/2020 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: IARBusiness Name: KGR Family Holdings Investment Related: No Address: 7030 Dominica Dr Naples FL 34113 Nature of Business: Other Other/None of the Above Partnership will invest in private opportunities focusing on small/mid size private businesses (Ex: Rock Climbing Gym) Position, Title or Relationship: My husband Dan Rahill is a General Partner, I am not part of the partnership Start Date: 8/20/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: My husband Dan Rahill is a General Partner, I am not part of the partnership. Husband is a passive investor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-22 |
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