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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-06
  • TX RA
    APPROVED
    Since 2025-10-06

Branch Locations

3300 S Broadway Ave Suite 102, Tyler, TX 75701 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ideal Impact, Inc Grapevine TX 12/2015 10/2017
Express Employment Professionals Tyler TX 10/2017 07/2020
Pro Unlimited, Inc Tyler TX 07/2020 04/2021
Adecco Staffing Tyler TX 04/2021 10/2021
Meta Platforms, Inc Tyler TX 10/2021 01/2023
Roseman Wealth Advisors Tyler TX 07/2022 Present
Roth Staffing Tyler TX 01/2023 07/2023
Pacific Life Insurance Tyler TX 07/2023 01/2025
Bright Path Professionals, Llc Tyler TX 09/2024 Present
Kestra Investment Services, Llc Tyler TX 07/2025 Present
Kestra Advisory Services, Llc Tyler TX 10/2025 Present
  • 12/2015 → 10/2017
    Ideal Impact, Inc
    Grapevine, TX
  • 10/2017 → 07/2020
    Express Employment Professionals
    Tyler, TX
  • 07/2020 → 04/2021
    Pro Unlimited, Inc
    Tyler, TX
  • 04/2021 → 10/2021
    Adecco Staffing
    Tyler, TX
  • 10/2021 → 01/2023
    Meta Platforms, Inc
    Tyler, TX
  • 07/2022 → Present
    Roseman Wealth Advisors
    Tyler, TX
  • 01/2023 → 07/2023
    Roth Staffing
    Tyler, TX
  • 07/2023 → 01/2025
    Pacific Life Insurance
    Tyler, TX
  • 09/2024 → Present
    Bright Path Professionals, Llc
    Tyler, TX
  • 07/2025 → Present
    Kestra Investment Services, Llc
    Tyler, TX
  • 10/2025 → Present
    Tyler, TX
Other Businesses

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: 07/14/2022 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: BRIGHT PATH HR POSITION: Talent Acquisition Consultant NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 09/06/2024 ADDRESS: 11791 Acadia Drive, Tyler TX 75703, United States DESCRIPTION: I work as a contracted consultant, as a recruiter for this business and its clients. I write and post job ads, contact and conduct interviews with candidates, and help to coordinate the entire hiring process for clients of this firm. My work with them is in no way related to any securities or investments of any kind. Name: ROSEMAN WEALTH ADVISORS POSITION: Associate NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER# OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/18/2022 ADDRESS: 3300 S Broadway Ave, Suite 102, Tyler TX 75701, United States DESCRIPTION: Assist the Lead Advisors with financial planning and client relationships.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-30
  • S66 Uniform Combined State Law Examination
    2025-09-30

View on SEC IAPD

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