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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-07 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1809 Commercial Ave Suite 100, Anacortes, WA 98221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Virginia Beach | VA | 10/2024 | 06/2025 |
| Wells Fargo Bank, Na | Virginia Beach | VA | 10/2024 | 06/2025 |
| Peacelink Financial Planning Llc | Virginia Beach | VA | 09/2023 | 06/2024 |
| Self Employed Contract Work | Mount Vernon | WA | 06/2018 | 08/2024 |
| Full Time Education | Newberg | OR | 09/2019 | 05/2023 |
| Full Time Education | Sedro-Woolley | WA | 01/2010 | 05/2019 |
| Aim Wealth Advisory Group | Portland | OR | 01/2023 | 05/2023 |
| Summit Ministries | Phoenix | AZ | 05/2021 | 06/2021 |
| Summit Ministries | Lookout Mountain | GA | 06/2022 | 06/2022 |
| Sunrise Homeschool Academy | Newberg | OR | 09/2021 | 05/2022 |
| Ameriprise Financial Services, Llc | Bellingham | WA | 08/2025 | 07/2026 |
| Kestra Investment Services Llc | Anacortes | WA | 08/2026 | Present |
| Kestra Advisory Services Llc | Anacortes | WA | 08/2026 | Present |
Name: BARRETT FINANCIAL LTD POSITION: Associate Financial Advisor NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 08/03/2026 ADDRESS: 1809 commercial Ave, Anacortes WA 98221, United States DESCRIPTION: As an associate financial advisor I will be involved in client meetings, making financial recommendations, investing clients funds, and doing other day to day tasks that are normal for a financial advisor. 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: 08/03/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-31 |
| S65 | Uniform Investment Adviser Law Examination | 2023-12-12 |
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