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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-04-20 |
Branch Locations
257 E Ridgewood Ave Suite 305, Ridgewood, NJ 07450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Pompton Lakes | NJ | 10/2011 | Present |
| Transamerica Financial Advisors, Inc | Pompton Lakes | NJ | 01/2012 | Present |
| Kestra Advisory Services, Llc | Paramus | NJ | 04/2016 | Present |
| Kestra Investment Services, Llc | Paramus | NJ | 03/2014 | Present |
Business 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 Business Name: Krim Associates Investment Related: Yes Address: 45 Eisenhower Drive Paramus NJ 07652 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 3/17/2014 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Analyze clients statements and financial documents, prepare financial plans and make recommendations to suit there specific needs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-05 |
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