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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-08-24 |
| NJ | RA | APPROVED | 2016-04-26 |
Branch Locations
105 Roosevelt Boulevard Suite 200, Marmora, NJ 08223 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Hilton Head Island, SC • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlantic Pension Planning Corp | Pleasantville | NJ | 05/1980 | Present |
| Kestra Investment Services, Llc | Marmora | NJ | 05/2004 | Present |
| Kestra Advisory Services Llc | Marmora | NJ | 04/2016 | Present |
Business Name: CONDO RENTAL POSI: Owner NOB: Real Estate INV REL: No #OF HRS: 8 SECURITIES TRADING HOURS: 7 START DATE: 06/01/1994 ADDRESS: 5347 Avenida Isla Verde PH-2, Carolina PR 00979 DESC: rent property Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: TURANGALILA, LLC POSI: Organizer of the LLC NOB: Marine dockage ownership INV REL: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 03/30/2017 ADDRESS: 9 Foxbriar Ct.,, Hilton Head Island SC 29926 DESC: management Business Name: TURANGALILA MARINE, LLC POSI: Owner, organizer NOB: Boat ownership INV REL: No #OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 07/01/2017 ADDRESS: 9 Foxbriar Court, Hilton Head Island SC 29926 DESC: Ownership and management of asset Business Name: ATLANTIC PENSION PLANNING CORP. POSI: Owner/President NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Y #OF HRS: 160 SECURITIES TRADING HRS: 132 START DATE: 05/01/1980 ADDRESS: Suite 200, 105 Roosevelt Boulevard, Marmora NJ 08223 DESC: Sales and sales management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-07-09 |
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