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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-04-18 |
Branch Locations
3304 S Broadway, Suite 202, , Tx, Tyler, TX 75701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prothro, Wilhelmi & Company, Pllc | Tyler | TX | 01/1992 | Present |
| Kestra Advisory Services, Llc | Tyler | TX | 08/2006 | Present |
| Kestra Investment Services, Llc | Tyler | TX | 08/2006 | Present |
Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Prothro, Wilhelmi & Co., PLLC Investment Related: No Address: 6855 Oak Hill Blvd Tyler TX 75703 Nature of Business: Consulting; Tax/Accounting Position, Title or Relationship: Partner Start Date: 1/2/1992 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: managing partner duties, client service in accounting matters Business Name: TWB Real Estate, LLC Investment Related: No Address: 6855 Oak Hill Blvd. Tyler TX 75703 Nature of Business: Real Estate Position, Title or Relationship: managing member Start Date: 11/1/2008 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: general recordkeeping and management duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-30 |
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