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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-23 |
| MI | RA | APPROVED | 2022-05-10 |
Branch Locations
1111 W Long Lake #300, Troy, MI 48098 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 05/2003 | 02/2018 |
| Lpl Financial Llc | Troy | MI | 02/2018 | 05/2022 |
| Kestra Investment Services | Troy | MI | 05/2022 | Present |
| Kestra Advisory Services Llc | Troy | MI | 05/2022 | Present |
NINA PRESTON POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/05/2022 ADDRESS: 1111 W LONG LAKE RD STE 300, TROY MI 48098, United States DESCRIPTION: Agent for fixed life insurance, term insurance and fixed annuities. SOCIETY FOR LIFETIME PLANNING POSITION: Executive Vice President NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/05/2022 ADDRESS: 1111 W LONG LAKE RD STE 300, TROY MI 48098, United States DESCRIPTION: I am a minority shareholder and advisor of this DBA. All investment business will be conducted through Kestra. NINA PRESTON NOTARY POSITION: Notary NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/05/2022 ADDRESS: 1111 W LONG LAKE RD STE 300, TROY MI 48098, United States DESCRIPTION: I notarize forms relative to activities for clients. KESTRA ADVISORY SERVICES, LLC (KAS) POSITION: RIA NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/05/2022 ADDRESS: 5707 Southwest Parkway, Building 2 Suite 400, Austin TX 78735, United States DESCRIPTION: Provide advisory services to clients through Kestra Advisory.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-12-01 |
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