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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-01-23 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1200 Camp Hill Bypass Suite 203, Camp Hill, PA 17011 • United States
Dover, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance | Harrisburg | PA | 11/2012 | Present |
| Kestra Financial, Inc. | Camp Hill | PA | 01/2018 | Present |
Business Name: Questmont Strategic Wealth Advisors Investment Related: Yes Address: 1200 Camp Hill Bypass, Suite 203 Camp Hill PA 17011 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 1/1/1998 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 61% - 70% (85 - 98 hours) Duties: Financial advisor conducting planning and face too face meetings with clients 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: Financial Advisor Start Date: 1/31/2018 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 61% - 70% (85 - 98 hours) Duties: Financial advisor conducting planning and face to face meetings with clients Business Name: BODEN WEALTH POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 10/24/2024 ADDRESS: 1027 Mumma Road, Lemoyne PA 17043 DESCRIPTION: Financial advisor conducting planning and face too face meetings with clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-09 |
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