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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-04-18 |
Branch Locations
3570 Carmel Mountain Road Ste 150, San Diego, CA 92130 • United States
3838 Camino Rel Rio North Suite 150, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| George D Alexander (Self-Employed | San Diego | CA | 01/1984 | Present |
| Mass Mutual | San Diego | CA | 03/1996 | Present |
| Ifg/Russell Advisors, Inc. | San Diego | CA | 10/1998 | Present |
| Kestra Advisory Services, Llc | San Diego | CA | 04/2016 | Present |
| Kestra Investment Services, Llc | San Diego | CA | 04/1997 | Present |
Busi Name: Kestra Advisory Services, LLC Inv Rel: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC Position: 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 services Busi Name: Falcon West Insurance Brokers, Inc. Inv Rel: Yes Address: 2525 Camino Del; Rio South, Suite 100 San Diego CA 92108 NOB: Insurance Position: I refer clients to Falcon West and receive 25% of the compensation in year 1 and 15% in years 2 and beyond. Start Date: 5/16/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Refer clients, attend meetings, but I do NOT make specific property & casualty insurance recommendations. Busi Name: SHOWLEY,ARCHAMBAULT,ALEXANDER POSITION: Owner/Insurance Agent. NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 04/01/1982 ADDRESS: 3570 Carmel Mountain Rd #150, San Diego CA 92130, United States DESCRIPTION: Servicing existing clients and working with new clients. Busi Name: GEORGE ALEXANDER INSURANCE SERVICES, INC. POSITION: President NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 09/04/2024 ADDRESS: 3570 Carmel Mountain Road, # 150, San Diego CA 92130 DESCRIPTION: Sale and Service of Fixed Insurance Products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-23 |
| S65 | Uniform Investment Adviser Law Examination | 1998-06-10 |
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