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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 | 2016-04-21 |
Branch Locations
375 Passaic Ave, Fairfield, NJ 07004 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
West Orange, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Fairfield | NJ | 04/2016 | Present |
| Kestra Investment Services, Llc | Fairfield | NJ | 10/2013 | Present |
Business Name: U.S. Financial Services, LLC Investment Related: Yes Address: 375 Passaic Ave, Suite 100 Fairfield NJ 07004 Nature of Business: Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: Employee Start Date: 10/1/2013 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Data entry, performance measurement, financial planning, investment selection, due diligence and monitoring.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-12 |
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