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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
TX RA APPROVED 2022-04-29
  • TX RA
    APPROVED
    Since 2022-04-29

Branch Locations

2340 W Interstate 20 Suite 208, Arlington, TX 76017 • United States

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

Euless, TX • 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
World Choice Securities, Inc. Euless TX 08/2007 04/2022
World Choice Securities, Inc. Euless TX 08/2007 04/2022
Kestra Investment Services Llc Arlington TX 04/2022 Present
Kestra Advisory Services Llc Arlington TX 04/2022 Present
Previous Registrations
Other Businesses

FINANCIAL COACHING LLC POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/14/2022 ADDRESS: 2340 W INTERSTATE 20, Suite 208, ARLINGTON TX 76017-7602, United States DESCRIPTION: Securities broker. Personal line insurance sales KESTRA ADVISORY SERVICES, LLC POSITION: RIA NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 02/14/2022 ADDRESS: 5707 Southwest Parkway, Building 2, Austin TX 78735, United States DESCRIPTION: Investment advisory

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-21
  • S66 Uniform Combined State Law Examination
    2006-09-21
Other Names
  • Eric Bartel

View on SEC IAPD

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