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Current Employers
Kestra Private Wealth Services, Llc

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-08-24
TX RA APPROVED_RES 2023-03-20
FL RA APPROVED 2015-05-15
  • NC RA
    APPROVED
    Since 2026-08-24
  • TX RA
    APPROVED_RES
    Since 2023-03-20
  • FL RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Kestra Investment Services Llc Austin TX 04/2015 Present
Kestra Private Wealth Services, Llc Stuart FL 04/2015 Present
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-05-16
S63 Uniform Securities Agent State Law Examination 1983-01-05
  • S65 Uniform Investment Adviser Law Examination
    1994-05-16
  • S63 Uniform Securities Agent State Law Examination
    1983-01-05

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