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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-03-04 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
23622 Calabasas Road Suite 300, Calabasas, CA 91302 • 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 |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Woodland Hills | CA | 03/2014 | Present |
| Kestra Private Wealth Services, Llc | Woodland Hills | CA | 03/2014 | Present |
Business Name: PACIFIC POINT ASSET MANAGEMENT Investment Related: Yes Address: 23622 Calabasas Road, Suite 300 Calabasas CA 91302 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through an independent outside RIA Position, Title or Relationship: CONSULTANT/Portfolio Manager Start Date: 3/3/2014 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Client Advisory Services & Portfolio Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-07 |
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