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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-08 |
| TX | RA | APPROVED | 2023-05-08 |
Branch Locations
712 5Th Street Suite A2, Davis, CA 95616 • 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 |
|---|---|---|---|---|
| Mutual Of Omaha | Davi | CA | 01/2007 | 03/2023 |
| Kestra Investment Services, Llc | Davis | CA | 05/2023 | Present |
| Kestra Advisory Services, Llc | Davis | CA | 05/2023 | Present |
FOUNDER AND PRESIDENT OF IMPACT FINANCIAL ADVISORS(DBA, AS OF 12/1/2012), A FINANCIAL SERVICES ORGANIZATION. MEMBER OF ADVISORY BOARD OF THE UNITED BROKERS INSURANCE AGENCY, INC. HELPING TO REVIEW AND CONSULT ON ISSUES FACED BY CERTAIN EMPLOYERS THAT SPONSOR GROUP RETIREMENT PLANS AND OTHER BENEFITS. NO COMPENSATION IS RECEIVED IN THIS ROLE. INSURANCE AGENT LICENSED TO SELL TO LIFE, HEALTH, MEDICAL, DENTAL, VISION, DISABILITY AND LONG TERM CARE INSURANCE. VOLUNTEER - CHAMBER AMBASSADOR WITH DAVIS CHAMBER OF COMMERCE SINCE 2011. PROMOTE BENEFITS OF CHAMBER MEMBERSHIP TO LOCAL BUSINESS. NO COMPENSATION RECEIVED. APPROX 5 HOURS/MONTH. Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services. Business Name: KESTRA ADVISORY SERVICES, LLC. POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 05/05/2023 ADDRESS: 5707 Southwest Pkwy, Bldg 2 Suite 400, Austin TX 78735 DESCRIPTION: IAR Business Name: IMPACT FINANCIAL ADVISORS POSITION: President/Founder NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 12/01/2012 ADDRESS: 2827 Spafford Street, Suite B2, Davis CA 95618, United States DESCRIPTION: RR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-07 |
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