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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-05-08 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1700 Park St Suite 200, Naperville, IL 60563 • United States
Orland Park, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Naperville | IL | 10/2022 | Present |
| Fourth Piece, Llc | Orland Hills | IL | 06/2020 | 10/2022 |
| Riviera Country Club | Orland Park | IL | 06/2018 | 09/2018 |
| Crystal Tree Country Club | Orland Park | IL | 06/2016 | 05/2018 |
| Jack Gibbons Gardens | Oak Forest | IL | 09/2018 | 06/2020 |
| Victor J Andrew Highschool | Tinley Park | IL | 05/2013 | 05/2018 |
| Kestra Advisory Services, Llc | Naperville | IL | 10/2022 | Present |
Business Name: PARTNERS WEALTH MANAGMENT POSITION: Client Services Manager NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/18/2022 ADDRESS: 1700 Park St, Suite 200, Naperville IL 60563 DESCRIPTION: Client Services including preparing paperwork, trading, and money moevments. Business Name: JACOB PAOLETTI - UBER EATS/DOORDASH POSITION: Courier NATURE: Food Services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/30/2025 ADDRESS: 6832 Winston Dr, Tinley Park IL 60477, United States DESCRIPTION: Pick up food from restaurants. Deliver food to customer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-28 |
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