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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2012-04-30 |
| CA | RA | APPROVED | 2012-04-27 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
23622 Calabasas Road Suite 300, Calabasas, CA 91302 • 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 |
|---|---|---|---|---|
| Kestra Private Wealth Services, Llc | Woodland Hills | CA | 04/2012 | Present |
| Kestra Investment Services, Llc | Clinton | MT | 02/2014 | Present |
Name: PACIFIC POINT ASSET MANAGEMENT Investment Related: Yes Address: 23622 Calabasas Road, Suite 300 Calabasas CA 91302 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through an independent outside RIA Position, Title or Relationship: OFFICER/CONSULTANT/PARTNER Start Date: 4/27/2012 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: manage money Name: BIGSKYFLY, LLC Investment Related: No Address: 5700 CANOGA AVENUE SUITE 150 WOODLAND HILLS CA 91367 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Other, OFFICER Start Date: 2/27/2014 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: manage money Name: GOLDENSTONE LLC POSITION: other, Officer NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: No # OF HOURS: 70 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2022 ADDRESS: PO box 289, CLINTON MT 59825 DESCRIPTION: manage assets Name: CHUBBY MONKEY POSITION: owner NATURE: Produce, Agriculture INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2025 ADDRESS: PO Box 289, Clinton MT 59825, United States DESCRIPTION: watch over my daughter. she will be doing almost all of the work.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-27 |
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