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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 | 2025-10-09 |
| MA | RA | APPROVED | 2025-10-01 |
Branch Locations
1 University Ave. Suite 2B, Westwood, MA 02090 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/2015 | 10/2025 |
| Kestra Investment Services Llc | Waltham | MA | 10/2025 | Present |
| Kestra Advisory Services Llc | Waltham | MA | 10/2025 | Present |
Name: GRANDVIEW PARTNERS POSITION: Founding Partner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/01/2019 ADDRESS: 1 University Ave., Suite 2B, Westwood MA 02090, United States DESCRIPTION: Running the entity, employees, direction of the company. Marketing activities, Etc. Also meeting with clients for financial planning and investment management services. 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: 07/24/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-04 |
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