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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-03 |
Branch Locations
6100 Camp Bowie Blvd. Suite #24, Fort Worth, TX 76116 • 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 |
|---|---|---|---|---|
| Olathe Public Schools | Olathe | KS | 08/2007 | 08/2020 |
| Texas Christian University | Fort Worth | TX | 08/2020 | Present |
| Kestra Investment Services, Llc | Fort Worth | TX | 01/2023 | Present |
Business Name: DECIDEDLY WEALTH MANAGEMENT POSITION: Financial Planning Associate NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/18/2024 ADDRESS: 6300 Ridglea Pl Ste 1111, Fort Worth TX 76116, United States DESCRIPTION: Assist our lead advisor and founder with financial advising and business operations. Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Financial Planning Associate NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 06/10/2024 ADDRESS: 6300 Ridglea Place, Suite 1111, Fort Worth TX 76116-5700, United States DESCRIPTION: Assisting our Client Service Specialist and Main Financial Advisor with daily tasks, such as scheduling client meetings, meeting file prep, and other administrative tasks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-30 |
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