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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-08 |
| TX | RA | APPROVED | 2025-08-04 |
Branch Locations
4924 Cahaba River Road, Vestabia, AL 35243 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2006 | 08/2025 |
| The Benjamin Group | Birmingham | AL | 11/2006 | 08/2025 |
| Kestra Investment Services, Llc | Birmingham | AL | 08/2025 | Present |
| Kestra Advisory Services, Llc | Birmingham | AL | 08/2025 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/04/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: THE BENJAMIN GROUP POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 11/01/2006 ADDRESS: 4924 Cahaba River Road, Birmingham AL 35243, United States DESCRIPTION: Investment management, client relations, retirement planning KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/04/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-05 |
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