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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-10 |
| OH | RA | APPROVED | 2025-05-19 |
| TX | RA | APPROVED_RES | 2025-03-27 |
Branch Locations
100 W Old Wilson Bridge Rd Suite 201, Worthington, OH 43085 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Columbus | OH | 10/2012 | 03/2025 |
| Kestra Investment Services, Llc | Worthington | OH | 03/2025 | Present |
| Kestra Private Wealth Services, Llc | Worthington | OH | 03/2025 | Present |
Bus Name: SAWMILL CREEK VILLAS CONDO POSITION: Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 18 Sawmill Creek Dr West, Huron OH 44839, United States DESCRIPTION: I help prepare the annual tax returns. I process payments for services rendered after they have been approved by the president. I maintain our checkbook to insure that bills are paid on a timely basis. The duties take about an hour of my time a month. Bus Name: BILTMORE COURT 2 CONDO ASSOCIATION POSITION: Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: PO Box 10909, Glendale AZ 85318, United States DESCRIPTION: I review the monthly expenditures and report to the board and to all members what our financial position is. I also take part in decision making for unusual expenditures Bus Name: TURAS WEALTH PARTNERS POSITION: Co-Owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 130 SECURITIES TRADING HOURS: 99 START DATE: 03/27/2025 ADDRESS: 240 Croswell Rd, Columbus OH 43214, United States DESCRIPTION: Financial planning and investment management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-06 |
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