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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-11-18 |
Branch Locations
8875 Hidden River Pkwy Ste 300, Tampa, FL 33637 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Tampa, FL • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Calton & Associates, Inc. | Tampa | FL | 12/1987 | 11/2020 |
| Kestra Investment Services, Llc - Ap | Tampa | FL | 11/2020 | Present |
| Kestra Advisory, Llc | Tampa | FL | 11/2020 | Present |
Name: P. G Sarres Inc. Investment Related: No Address: 6216 Iroquois Ct Odessa FL 33556 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Sect / Treasurer, Board of Directors Start Date: 9/1/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Financial Accounting to include Rent Collection and Accounts Payable.Also Lease negotiations. Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5705 SW Parkway Bldg 2 Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Invest advisor representative Start Date: 11/3/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Financial advice to clients Name: Questmont Strategic Wealth Advisor Investment Related: Yes Address: 4300 W Cypress Ave #350 Tampa FL 33604 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: RR and RIA Start Date: 11/3/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Financial Advice to Clients Name: KANA PRIVATE WEALTH GROUPPOSITION: RR and RIA NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 05/15/2025 ADDRESS: 8875 Hidden River Parkway, Suite 300, Tampa FL 33637, United States DESCRIPTION: Financial Advice to Clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-16 |
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