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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 | 2016-06-22 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
2323 South Shepard Dr Suite 805, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ifg Advisory Services, Inc | Atlanta | AL | 02/2000 | Present |
| Kestra Investment Services, Llc | Houston | TX | 11/2000 | Present |
| Kestra Advisory Services, Llc | Houston | TX | 04/2016 | Present |
Business Name: Michael G. Rudelson, Inc. Investment Related: Yes Address: 414 Avondale Houston TX 77006 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Managing Director Start Date: 1/1/1985 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Investment Advisory, primarily physician and wealthy individuals, asset management, annuitiesBusiness Name: Michael g rudelson insurance agency Investment Related: Yes Address: 414 avondale houston TX 77006 Nature of Business: Insurance Position, Title or Relationship: owner Start Date: 2/1/2016 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: assist and supervise staffBusiness 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 servicesBusiness Name: Rudelson Insurance Services Investment Related: No Address: 414 Avondale Houston TX 77006 Nature of Business: Insurance Position, Title or Relationship: owner / president Start Date: 8/15/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: speaking with clients to offer P&C
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-06-23 |
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