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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2018-08-27
  • CO RA
    APPROVED
    Since 2018-08-27

Branch Locations

870 Kipling St. Suite A, Lakewood, CO 80215 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Royal Alliance Associates, Inc. Lakewood CO 11/1989 Present
Kestra Investment Services, Llc Lakewood CO 08/2018 Present
Kestra Advisory Services, Llc Lakewood CO 08/2018 Present
  • 11/1989 → Present
    Royal Alliance Associates, Inc.
    Lakewood, CO
  • 08/2018 → Present
    Kestra Investment Services, Llc
    Lakewood, CO
  • 08/2018 → Present
    Lakewood, CO
Previous Registrations
  • 1999-01-01 → 2026-03-13
    Personal Benefit Financial
    Lakewood, CO
  • 1999-01-01 → 2008-11-26
    Lakewood, CO
    Lakewood, CO
Other Businesses

Name: Personal Benefit Financial Investment Related: Yes Address: 870 Kipling Street Lakewood CO 80215 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: Employee Start Date: 10/1/1977 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Sales of securities and insurance. Prepare and present financial plans Name: Personal Benefit Seminars Investment Related: No Address: 870 Kipling Street Lakewood CO 80215 Nature of Business: Other Other/None of the Above Speaker Position, Title or Relationship: Employee Start Date: 10/1/1982 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: Speaker Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 SW Parkway Bldg 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: 9/1/2018 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: Investment Advisor Representative Name: L. Ronald Blair Investment Related: No Address: 4529 Fig Strret Golden CO 80403 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 7/1/1983 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Owner NAME: MY FEDERAL RETIREMENT BENEFITS POSITION: Assistant NATURE: Seminars for Federal Employees INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 870 Kipling St., Lakewood CO 80215, United States DESCRIPTION: Prepare Seminar Materials, Present Materials NAME: PERSONAL BENEFIT ADVISORY, INC. POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 32 SECURITIES TRADING HOURS: 26 START DATE: 09/01/2025 ADDRESS: 870 Kipling St, Lakewood CO 80215, United States DESCRIPTION: Provide financial services to clients based on their financial situation. Offer professional third party money management. Offer 529s and annuities. We are fiduciaries.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-08-12
  • S63 Uniform Securities Agent State Law Examination
    1983-08-12
Designations
Other Names
  • L Ron Blair

View on SEC IAPD

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