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2121 Ponce De Leon Blvd Suite 1160, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-06-08 |
Branch Locations
2121 Ponce De Leon Blvd Suite 1160, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Inc. | Austin | TX | 04/2016 | 06/2021 |
| Mas Advisors Llc | Miami | FL | 06/2021 | Present |
Business Name: 1. Kelly Freight Service, Inc. Not Investment Related: Address- 780 Watson Center Dr. Carson CA 90745 Shareholder, Officer & Director; Start Date: 9/9/1984 Hours per month: 2 Hours per month during trading hours: 0 Duties: Primarily oversee accounting and finance. Business Name: 2. Paul & Jacqueline Briles Family Trust Investment Related: Address: 429 Paseo de la Playa Redondo Beach CA 90249 Nature of Business: Position: Co-Trustee Start Date: 9/1/1997 Hours per month: 4 Hours per month during trading hours: 0 Duties: I am sole trustee. I generally oversee the assets of the estate.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-31 |
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