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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-24 |
| TX | RA | APPROVED_RES | 2023-03-20 |
| FL | RA | APPROVED | 2015-05-15 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
West Jefferson, NC • United States
477 Riverside Drive, Stuart, FL 34994 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services Llc | Austin | TX | 04/2015 | Present |
| Kestra Private Wealth Services, Llc | Stuart | FL | 04/2015 | Present |
Name: TrueChoice Financial Group LLC Inv Rel: Y Address: 7111 Fairway Dr, Suite 205 Palm Beach Gardens FL 33418 NOB: Insurance Title: sales Start Date: 4/7/2021 Hrs/mth: 0-16 Duties: sales Name: SAILFISH REALTY COMMERCIAL LLC Inv Rel: N Address: 312 SE DENVER AVE stuart FL 34994 Title: salesman Strt Date: 4/5/2017 Hrs/mth: 0-16 Duties: R E SALES Name: 134 Crestwood, LLC Inv Rel: Y Address: 2901 SW Lake Terrace Palm City FL 34990 NOB: Real Estate Title: Strt Date: 2/22/2012 Hrs/mth: 0-16 Duties: owner Name: RobinshouseLLC Inv Rel: Y Address: 2901 SW Lake ter palm city FL 34990 NOB:Real Estate Title: mgr, Strt Date: 4/25/2016 Hrs/mth: 0-16 Duties: none Name: MARTIN COUNTY ESTATE PLANNING COUNCIL Inv Rel: N Address: 2300 SE MONTEREY RD, #100 STUART FL 34996 NOB:Board Title: MEMBER Strt Date: 11/1/2012 Hrs/mth: 0-16 Duties: none Name: Martin County Chamber of Commerce Inv Rel: N Address: 1650 S Kanner Highway stuart FL 34994 NOB: Board Title: TTEE Strt Date: 5/3/2018 Hrs/mth: 0-16 Duties: TTEE Name: THE SADE GROUP PRIVATE WEALTH MANAGEMENT, LLC Inv Rel: Y Address: 477 SE RIVERSIDE DRIVE STUART FL 34994 NOB: Reg Rep through Kestra I S, LLC using a DBA name; Title: Mng DIRECTOR Strt Date: 5/1/2015 Hrs/mth: 100% Duties: DIRECTOR Name: Newport Condo Phase II Inv Rel: N Address: Newport Condo Freeport FO - ForeignBahamas 00000 NOB: Board ; Real Estate; Title: President Strt Date: 3/1/2014 Hrs/mth: 0-16 Duties: Board Name: 477 Riverside, LLC Inv Rel: Y Address: 2901 SW Lake Terrace Palm City FL 34990 NOB: R E; rental property Title: owner Strt Date: 2/25/2015 Hrs/mth: 0-16 Duties: owner Name: Good Grief, LLC Inv Rel: N Address: 2901 SW Lake Terrace Palm City FL 34990 NOB: 40' Sport Fish Boat Title: owner Strt Date: 2/27/2007 Hrs/mth: 0-16 Duties: owner Name: Smileyhouse, LLC Inv Rel: No Address: 2901 SW Lake Terrace Palm City FL 34990 NOB: Real Estate Title: Owner Strt Date: 12/3/2012 Hrs/mth: 0-16 Duties: Prop. MNG. Name: Binscott Properties, LLC Inv Rel: Y Address: 2901 SW Lake Terrace Palm City FL 34990 NOB: Holding Company Title: owner Strt Date: 9/10/2014 Hrs/mth: 0-16 Duties: owner Name: Lucky Star Farms, LLC Inv Rel: Y Address: 2901 SW Lake Terrace Palm City FL 34990 NOB: Real Estate; Rental Property Title: owner Strt Date: 9/10/2014 Hrs/mth: 0-16 Duties: owner Name: Jefferson NC, LLC Inv Rel: Y Address: 2901 SW Lake Terrace Palm City FL 34990 NOB: Real Estate Title: Sole owner Strt Date: 2/9/2011 Hrs/mth: 0-16 Duties: owner Name: Palm City Realty, LLC Inv Rel: Y Address: 2901 SW Lake Terrace Palm City FL 34990 NOB: Real Estate Title: owner Start Date: 2/1/1996 Hrs/mth: 0-16 Duties: owner Name: REAL ESTATE OF FLORIDA POSITION: Sales NATURE: R E Invst RELATED: No # OF HRS: 0 SECURITIES TRADING HRS: 0 STRT DATE: 10/11/2022 ADDRESS: 2391 SE Ocean Blvd, Stuart FL 34996 DESCRIPTION: Sales Name: RIVERSIDE PRIVATE WEALTH MANAGEMENT POSITION: Sr Partner NATURE: Insurance Invst RELATED: Yes # OF HRS: 160 SECURITIES TRADING HRS: 132 STRT DATE: 09/26/2024 ADDRESS: 477 SE RIVERSIDE DRIVE, STUART FL 34994 DESCRIPTION: Partner Name: MVBIRDIE LLC POSITION: OWNER NATURE: SPORT FISHING BOAT INVESTMENT RELATED: No # OF HRS: 8 SECURITIES TRADING HRS: 2 STRT DATE: 06/04/2025 ADDRESS: 477 SE RIVERSIDE DR, #R, STUART FL 34994, United States DESCRIPTION: OWNER Name: 10X AVIATION PARTNERS LLC POSITION: OWNER NATURE: AIRPLANE INVESTMENT RELATED: No # OF HRS: 8 SECURITIES TRADING HRS: 2 STRT DATE: 05/30/2025 Name: WRENNSCOTT PROPERTIES LLC POSITION: MEMBER NATURE: R E INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/08/2025ADRESS: 132 GARVEY COVE LN, WEST JEFFERSON NC 28694, United States DESCRIPTION: REAL ESTATE INVESTMENTS Name: STUART TRAIN STOP LLCPOSITION: OWNER NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/15/2026 ADDRESS: 477 SE RIVERSIDE DR, STUART FL 34994, United StatesDESCRIPTION: REAL ESTATE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-05 |
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