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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 | 2024-12-09 |
| TX | RA | APPROVED | 2024-12-09 |
Branch Locations
775 Park Ave,Suite 235, Huntington, NY 11743 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 01/2014 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 12/2024 |
| Kestra Investment Services Llc | Huntington | NY | 12/2024 | Present |
| Kestra Advisory Services Llc | Huntington | NY | 12/2024 | 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: 12/09/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: DELORENZO FINANCIAL GROUP LLC POSITION: Financial Advisor/owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 33 START DATE: 12/09/2024 ADDRESS: 775 Park Ave, Suite 235, Huntington NY 11743, United States DESCRIPTION: Executive and sales Name: CLEAR HORIZON GROUP LTD POSITION: President NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 12/09/2024 ADDRESS: 775 Park Ave, Suite 235, Huntington NY 11743, United States DESCRIPTION: executive 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: 12/09/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: GARY DELORENZO & ASSOCIATES LLC POSITION: owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2003 ADDRESS: 775 Park Ave, Suite 235, Huntington NY 11743, United States DESCRIPTION: exec Name: DELORENZO FINANCIAL GROUP LLC POSITION: Financial Advisor/owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 33 START DATE: 12/09/2024 ADDRESS: 775 Park Ave, Suite 235, Huntington NY 11743, United States DESCRIPTION: Executive and sales Name: CLEAR HORIZON GROUP LTD POSITION: President NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 12/09/2024 ADDRESS: 775 Park Ave, Suite 235, Huntington NY 11743, United States DESCRIPTION: executive NAME: DELORENZO CONSULTING LLC POSITION: owner NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 10 START DATE: 10/28/2025 ADDRESS: 775 Park Ave, Suite 235, Huntington NY 11743, United States DESCRIPTION: Consulting individuals and instructing groups
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-10-06 |
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