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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 | 2025-05-05 |
| TX | RA | APPROVED_RES | 2025-05-05 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
36 N New York Avenue Suite 2-R, Huntington, NY 11743 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| American Portfolios Fincl Svcs | Holbrook | NY | 09/2001 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 05/2025 |
| Kestra Investment Services, Llc | Huntington | NY | 05/2025 | Present |
| Kestra Advisory Services, Llc | Huntington | NY | 05/2025 | Present |
Name: IVORY WEALTH MANAGEMENT POSITION: Registered Rep NATURE: Tax/Accounting/CPA INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/05/2025 ADDRESS: 36 North New York Avenue, Suite 2-R, Huntington NY 11743, United States DESCRIPTION: I am an advisor. I advise clients on their accounts, taxes and retirement plans. Name: LEGEND FINANCIAL SERVICES POSITION: Owner NATURE: Qualified Plans INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2025 ADDRESS: 36 North New York Avenue, Suite 2-R, Huntington NY 11743, United States DESCRIPTION: Performing service for taxpayers and qualified retirement plans
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-05 |
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