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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 | 2025-02-11 |
| TX | RA | APPROVED_RES | 2025-02-06 |
Branch Locations
201 Sw 2Nd Street Suite #101, Ocala, FL 34471 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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 |
|---|---|---|---|---|
| Principal Life Insurance | Ocala | FL | 07/1998 | 12/2024 |
| Olstein Zutlas, Llc | Ocala | FL | 09/2017 | 01/2021 |
| Principal Securities Inc | Ocala | FL | 03/2016 | 12/2024 |
| Kestra Investment Services, Llc | Ocala | FL | 12/2024 | Present |
| Kestra Advisory Services, Llc | Ocala | FL | 12/2024 | Present |
Name: 3 OCALA INVESTMENTS POSITION: co-owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1984 ADDRESS: 201 SW 2 St #101, OCALA FL 34471, United States DESCRIPTION: leasing Name: PHILIP OLSTEIN POSITION: owner NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1983 ADDRESS: 201 SW 2 St #101, OCALA FL 34471, United States DESCRIPTION: insurance agent sales of health, life, disability income, LTC insurance Name: FLIPSETTER. INC POSITION: board member NATURE: Board position INVESTMENT RELATED: No, # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 3550 SW 26 Ave, Ocala FL 34471, United States DESCRIPTION: board discussion on direction of the company Name: OLSTEIN FINANCIAL GROUP POSITION: registered representative NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/11/2025, ADDRESS: 201 SW 2 St #101, OCALA FL 34476, United States DESCRIPTION: registered representative activities Name: CF FOUNDATION POSITION: Foundation director NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2026 ADDRESS: 3001 SW College Rd, Enterprise Center BLG42, Room 202, Ocala FL 34474-4415, United States DESCRIPTION: attend meetings and vote on proposals as presented by the college and committee proposals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-18 |
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