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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2020-02-27
  • AL RA
    APPROVED
    Since 2020-02-27

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

7050 Fain Park Dr. Ste 12, Montgomery, AL 36117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cfs Advisors, Llc Montgomery AL 06/2013 Present
Raymond James Financial Services, Inc Montgomery AL 06/2013 02/2020
Corporate Financial Services, Llc Montgomery AL 06/2013 Present
Cfs Properties Montgomery AL 11/2014 Present
Raymond James Financial Services Advisors Inc. Montgomery AL 06/2013 02/2020
Kestra Investment Services, Llc Montgomery AL 02/2020 Present
Kestra Advisory Services, Llc Montgomery AL 02/2020 Present
  • 06/2013 → Present
    Cfs Advisors, Llc
    Montgomery, AL
  • 06/2013 → 02/2020
    Raymond James Financial Services, Inc
    Montgomery, AL
  • 06/2013 → Present
    Corporate Financial Services, Llc
    Montgomery, AL
  • 11/2014 → Present
    Cfs Properties
    Montgomery, AL
  • 06/2013 → 02/2020
    Montgomery, AL
  • 02/2020 → Present
    Kestra Investment Services, Llc
    Montgomery, AL
  • 02/2020 → Present
    Montgomery, AL
Previous Registrations
Other Businesses

Bus Name: Corporate Financial Services, LLC ,CFS Properties, LLC , CFS Advisors, LLC Investment Related: Yes Address: 7050 Fain Park Dr. Suite 12 Montgomery AL 36117 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: President Start Date: 2/27/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Selling Retirement Plan and meeting with companies to review annual reports Bus Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin AL 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 2/27/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: IAR Bus Name: MASSEY INVESTMENT GROUP, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes #OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/16/2025 ADDRESS: 7050 Fain Park Dr., STE 12, Montgomery AL 36117, United States DESCRIPTION: Approving the purchase of property and providing personal capital for the purchases.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-11-26
  • S63 Uniform Securities Agent State Law Examination
    1984-11-26

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