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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 | 2025-08-01 |
Branch Locations
5635 Harris Hill Rd, Williamsville, NY 14221 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
West Henrietta, NY • United States
21 Goodway Dr, Rochester , NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments, Inc. | Rochester | NY | 04/1996 | 01/2018 |
| American Portfolios Financial Services, Inc. | Rochester | NY | 01/2018 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 08/2025 |
| Kestra Investment Services Llc | Williamsville | NY | 08/2025 | Present |
| Kestra Advisory Services Llc | Williamsville | NY | 08/2025 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/31/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: CORNERSTONE CAPITAL WEALTH MANAGMENT POSITION: IAR NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2025 ADDRESS: 5635 Harris Hill Road, Williamsville NY 14221, United States DESCRIPTION: Advisor to clients seeking financial advice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-30 |
| S66 | Uniform Combined State Law Examination | 1999-12-13 |
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