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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-09-05
TX RA APPROVED_RES 2025-09-05
  • NJ RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED_RES
    Since 2025-09-05

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

300C Lake Street, Ramsey, NJ 07446 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 11/2004 09/2025
Kestra Advisory Services, Llc Ramsey NJ 09/2025 Present
Kestra Investment Services, Llc Ramsey NJ 09/2025 Present
Previous Registrations
Other Businesses

Name: MARY JANE CALLAGHAN POSITION: Notary NATURE: Notary INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/10/2005 ADDRESS: 51 Ramapo River Trace, Oakland NJ 07436, United States DESCRIPTION: Notarize documents as a courtesy - no fee charged Name: MARY JANE CALLAGHAN POSITION: agent NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/15/2011 ADDRESS: 460 Hillside Avenue, Needham MA 02494, United States DESCRIPTION: Insurance advisor, educate and place fixed life insurance products Name: EVERGREEN FINANCIAL ASSOCIATES, LLC POSITION: member/partner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/04/2004 ADDRESS: 300 C Lake Street, Ramsey NJ 07446, United States DESCRIPTION: marketing name, 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: 07/31/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-06-30
  • S63 Uniform Securities Agent State Law Examination
    1995-06-30
Other Names
  • Mary Jane Callaghan

View on SEC IAPD

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