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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-04-17 |
| TX | RA | APPROVED | 2026-04-17 |
Branch Locations
154 N. Market Street Ste. 154A, Frederick, MD 21701 • 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 |
|---|---|---|---|---|
| University Of Maryland | College Park | MD | 06/2019 | 12/2020 |
| Self-Employed | Sao Paulo | 08/2018 | 01/2019 | |
| Rio Grande Valley Fc | Mcallen | TX | 01/2016 | 01/2018 |
| Tampa Bay Rowdies | Saint Petersburg | FL | 01/2018 | 07/2018 |
| No Name | Sao Paulo | 08/2018 | 01/2019 | |
| Student | College Park | MD | 06/2019 | 02/2021 |
| Richmond Kickers | Richmond | VA | 02/2019 | 11/2021 |
| Rc Sports Travel | Sao Paulo | 02/2021 | 01/2022 | |
| Fidelity Investments | Westlake | TX | 01/2022 | 01/2024 |
| Scott Sparks | Denver | CO | 03/2024 | 07/2025 |
| Northwestern Mutual Investment Services Llc | Denver | CO | 03/2024 | 07/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2024 | 07/2025 |
| Kestra Investment Services, Llc | Frederick | MD | 07/2025 | Present |
| Kestra Advisory Services, Llc | Frederick | MD | 04/2026 | Present |
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: 07/21/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: RS WILL WEALTH MANAGEMENT, LLCPOSITION: Financial Planner NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 07/21/2025 ADDRESS: 154 A N Market St, Frederick MD 21701, United States DESCRIPTION: Prepare and update comprehensive financial plans, analyses, and customized worksheets for client meetings. Collaborate with the Lead Advisor to review and finalize financial planning assumptions and recommendations. Communicate directly with clients to gather and validate necessary information for financial planning. Assist the operations team in onboarding new clients, including the transfer of client assets to the firm. Develop and recommend asset allocation strategies in partnership with the investment team. Name: RENTAL PROPERTY POSITION: Owner of the property / landlord NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 2237 Bird St, Fort Worth TX 76111, United States DESCRIPTION: We have engaged a property management company to source tenants and manage all activities related to the rental property. Name of Company: 1st Choice Property Management Address:5664 Denton Hwy, Fort Worth, TX 76148 Phone: 817-281-1300
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-02-13 |
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