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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-05 |
Branch Locations
5445 Mark Dabling Blvd Suite 200, Colorado Springs, CO 80918 • 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 |
|---|---|---|---|---|
| Fidelity Investments | Colorado Springs | CO | 11/2023 | 11/2025 |
| Ubs | New York City | NY | 01/2023 | 08/2023 |
| Us Air Force | Shreveport | LA | 02/2010 | 01/2023 |
| Us Air Force Reserve | March Arb | CA | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | 11/2025 |
| Kestra Investment Services Llc | Colorado Springs | CO | 12/2025 | Present |
| Kestra Advisory Services Llc | Colorado Springs | CO | 12/2025 | Present |
NAME: RLJ WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2025 ADDRESS: 5445 Mark Dabling Blvd, Suite 200, Colorado Springs CO 80918, United States DESCRIPTION: Client Management - quarterly reviewsProspecting - Prospect Initial Meetings, referral follow up
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-25 |
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