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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 | 2016-04-26 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
45 Eisenhower Drive Suite 550, Paramus, NJ 07652 • United States
West Milford, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Paramus | NJ | 04/2016 | Present |
| Kestra Investment Services, Llc | Paramus | NJ | 01/2006 | Present |
Business Name: Wealth Preservation Solutions, LLC Investment Related: Yes Address: 257 E. Ridgewood Ave Suite 305 Ridgewood NJ 07450 Nature of Business: Other Other/None of the Above back office support Position, Title or Relationship: admin assistant Start Date: 1/1/2004 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: admin assistant
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-07-09 |
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