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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-20 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
565 Taxter Rd Suite 490, Elmsford, NY 10523 • United States
Pleasantville, NY • 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 |
|---|---|---|---|---|
| Fusion Financial Group | Elmsford | NY | 11/2003 | Present |
| Kestra Investment Services, Llc. | Elmsford | NY | 12/2003 | Present |
| Kestra Advisory Services, Llc. | Elmsford | NY | 04/2016 | Present |
Business Name: Robert Sack Financial Services Investment Related: Yes Address: 555 Taxter Rd Elmsford NY 10523 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Registered Representatie Start Date: 5/26/2014 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: financial planning
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