Best Investors Account Sign in
Current Employers
Kestra Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-06-10
  • NJ RA
    APPROVED
    Since 2026-06-10

Branch Locations

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

1000 Waterview Drive Suite 202, Hamlton, NJ 08691 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 10/2022 01/2024
Bloomberg Lp Princeton NJ 10/2021 10/2022
Fairview Lake Ymca Newton NJ 06/2021 08/2021
United States Postal Service Freehold NJ 05/2020 10/2020
University Of Southampton Southampton 09/2018 06/2021
Robbinsville High School Robbinsville NJ 09/2014 08/2018
Walmart Freehold NJ 08/2021 09/2022
Amazon.cOm Robbinsville NJ 04/2020 05/2020
National Life Group Robbinsville NJ 12/2023 11/2024
Equity Services Inc Montpelier VT 01/2024 11/2024
Garden State Securities, Inc. Red Bank NJ 11/2024 10/2025
Mml Investors Services Llc Iselin NJ 10/2025 04/2026
Massmutual Life Insurance Company Iselin NJ 10/2025 04/2026
Kestra Investment Services, Llc Hamilton NJ 05/2026 Present
Kestra Advisory Services, Llc Hamilton NJ 05/2026 Present
  • 10/2022 → 01/2024
    Pennington, NJ
  • 10/2021 → 10/2022
    Bloomberg Lp
    Princeton, NJ
  • 06/2021 → 08/2021
    Fairview Lake Ymca
    Newton, NJ
  • 05/2020 → 10/2020
    United States Postal Service
    Freehold, NJ
  • 09/2018 → 06/2021
    University Of Southampton
    Southampton
  • 09/2014 → 08/2018
    Robbinsville High School
    Robbinsville, NJ
  • 08/2021 → 09/2022
    Walmart
    Freehold, NJ
  • 04/2020 → 05/2020
    Amazon.cOm
    Robbinsville, NJ
  • 12/2023 → 11/2024
    National Life Group
    Robbinsville, NJ
  • 01/2024 → 11/2024
    Montpelier, VT
  • 11/2024 → 10/2025
    Garden State Securities, Inc.
    Red Bank, NJ
  • 10/2025 → 04/2026
    Iselin, NJ
  • 10/2025 → 04/2026
    Massmutual Life Insurance Company
    Iselin, NJ
  • 05/2026 → Present
    Kestra Investment Services, Llc
    Hamilton, NJ
  • 05/2026 → Present
    Hamilton, NJ
Previous Registrations
Other Businesses

Name: NEW CENTURY INVESTOR SERVICES POSITION: Registered Field Assistant NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/29/2026 ADDRESS: 1000 Waterview Drive, St 202, Hamilton NJ 08691, United States DESCRIPTION: providing technical support for the Lead Advisor. Responsibilities include data gathering, modeling, case design, scenario building, and plan and presentation development. Research investment managers, services, products, and pricing Understand and leverage the resources available at the Broker Dealer to the fullest extent Develop Centers of Influences such as Community Involvement, CPA's, and Attorneys etc. Name: NEW CENTURY TAX AND ACCOUNTING SERVICES POSITION: Tax Preparer NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/29/2026 ADDRESS: 1000 Waterview Drive, St 202, Hamilton NJ 08691, United States DESCRIPTION: Tax preparation for individuals and businesses

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-27
  • S66 Uniform Combined State Law Examination
    2023-01-27
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor