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Kestra Advisory Services, LLC CRD 283330
$79.8B regulatory AUM 6,392 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-05 |
| MS | RA | APPROVED | 2016-05-09 |
Branch Locations
251 Trace Colony Park Drive Suite C, Ridgeland, MS 39157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | La Vista | NE | 05/2009 | Present |
| Securities America Advisors, Inc | Ridgeland | MS | 12/2010 | Present |
| Kestra Advisory Services, Llc | Ridgeland | MS | 04/2016 | Present |
| Kestra Investment Services, Llc | Ridgeland | MS | 10/2014 | Present |
Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: GOOD LIVING HOLDINGS LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 106 Hidden Oaks Trail, Ridgeland MS 39157 DESCRIPTION: Member. Pay bills etc. Name: TURNIPSEED FARMS LLC POSITION: Member NATURE: Farm INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 106 Hidden Oaks Trail, Ridgeland MS 39157 DESCRIPTION: Own and manage the property. Name: WEALTHPARTNERS LLP POSITION: Managing Director, CPA NATURE: Tax/Accounting/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/31/2014 ADDRESS: 220 Trace Colony Park Drive, Ridgeland MS 39110 DESCRIPTION: Advise clients regarding their investments Registered Rep Activities through Kestra Investment Services Name: SUNFLOWER RETREAT, LLC POSITION: Manager NATURE: LLC holding Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/24/2026 ADDRESS: 106 Hidden Oaks Trail, Ridgeland MS 39157, United States DESCRIPTION: Not Applicable
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-28 |
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