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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-07 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Thousand Oaks, CA • United States
4450 Lakeside Dr. Suite 350, Burbank, CA 91505 • 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 |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Los Angeles | CA | 09/2010 | 11/2021 |
| Wells Fargo Advisors Llc | Los Angeles | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 11/2016 | 11/2021 |
| Kestra Investment Services, Llc | Los Angeles | CA | 01/2022 | Present |
| Kestra Advisory Services, Llc | Burbank | CA | 01/2022 | Present |
3DX PARTNERS POSITION: Managing Member NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 25 START DATE: 01/07/2022 ADDRESS: 2159 Wetstone Dr., Thousand Oaks CA 91362, United States DESCRIPTION: Relationship management. KESTRA ADVISORY SERVICES, LLC POSITION: Managing Member NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 01/21/2022 ADDRESS: 5707 southwest pkwy, BLDG 2, suite 400, Austin TX 78735, United States DESCRIPTION: Relationship management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-14 |
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