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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 | 2025-02-12 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Rancho Mission Viejo, CA • United States
14841 Yorba St Suite 101, Tustin, CA 92780 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Centaurus Financial, Inc. | Orange | CA | 08/2000 | 02/2025 |
| Kestra Advisory Services, Llc | Tustin | CA | 02/2025 | Present |
| Kestra Investment Services, Llc | Tustin | CA | 02/2025 | Present |
Bus Name: ELLIS ADVISORY GROUP POSITION: President NATURE: Tax/Accounting/CPA INVESTMENT RELATED: Yes, # OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 02/06/2025 ADDRESS: 14841 Yorba Street, Suite 101, Tustin CA 92780, United States DESCRIPTION: Prepare tax returns. Bus Name: DYNAMIC INVESTMENT STRATEGIES, INC POSITION: President NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No, # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2025 ADDRESS: 14841 Yorba Street, Suite 101, Tustin CA 92780, United States DESCRIPTION: Prepare tax returns
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-06-02 |
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