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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
TX RA APPROVED_RES 2023-07-27
GA RA APPROVED 2016-05-04
  • TX RA
    APPROVED_RES
    Since 2023-07-27
  • GA RA
    APPROVED
    Since 2016-05-04

Branch Locations

577 Ralph Mcgill Blvd Ne, Atlanta, GA 30312 • United States

11800 Amberpark Drive Suite 240, Alpharetta, GA 30009 • United States

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

Atlanta, GA • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Kestra Investment Services, Llc. Atlanta GA 04/2016 Present
Kestra Advisory Services, Llc. Atlanta GA 09/2015 Present
Previous Registrations
  • 2009-01-22 → 2015-09-08
    Investacorp Advisory Services Inc
    Alpharetta, GA
  • 2005-07-18 → 2009-01-21
    Independence, OH
    Westlake, OH
    Atlanta, GA
Other Businesses

Name: 1101 Juniper St NE #63 Inv Rel: N Adrs: 1101 Juniper ST. NE #63 ATL GA 30309 NOB: Real Estate Title: Owner Strt Date: 9/1/15 Hrs/mth (H/M): 0-16 Duties: manage property Bus Nm: 215 Silas St. Durham, NC 27705 Inv Rel: N Adrs: 215 Silas St Durham NC 27705 NOB: Real Estate Title: owner Start Date: 8/1/20 H/M: 0-16 Duties: mgmnt rental Name: The Well House ATL Inv Rel: N Adrs: 47 Montgomery Street SE ATL GA 30317 NOB: Other Bank or Credit Union Title: owner Strt Date: 12/1/19 H/M: 0-16 Duties: owning a coffee shop Name: Author/writer Inv Rel: N Adrs: 47 Montgomery ST SE ATL GA 30317 NOB: writing a financial planning book Title: author/writer Start Date: 4/1/19 H/M: 0-16 Duties: advertising my book Name: Agape Impact Ministries; LGBT Missions; Agape Impact Inv Rel: N Adrs: 47 Montgomery St SE ATL GA 30317 NOB: Board Position Title: Director Strt Date: 10/1/17 H/M: 0-16 Duties: Train Missionaries, market org, help w/ overall ops. Name: Kestra Advisory Svcs, LLC Inv Rel: Y Adrs: 5707 SW Parkway Bldng 2, Suite 400 Austin TX 78735 NOB: Inv Adv services through Kestra Advisory Services, LLC Title: IAR Strt Date: 4/4/16 H/M: Up to 100% (0 to 160 hrs Duties: Investment advisory services Name:: Fit To Impact, LLC Inv Rel: N Address: 1101 Juniper St. NE #63 ATL GA 30309 NOB: Other N/A Title: Personal Trainer/Owner Start Date: 2/21/17 H/M: 0-16 Duties: 2-4 Hours/ week, coaching Name: Agape Consulting, LLC Inv Rel: N Address: 1101 Juniper St. NE #63 ATL GA 30309 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Title: Owner/Member Strt Date: 1/1/14 H/M: 0-16 Duties: Receives compensation from NFP, Oxygen Financial Insurance, & Oxygen fin tax & bus. Name: Oberlin College Alumni Association Inv Rel: N Adrs: Alumni Center 65 East College St, Ste 4 Oberlin OH 44074 NOB: Civic Title: OA/PAAA Chair Strt Date: 9/1/13 H/M: 0-16 Duties: Meet quarterly Name: AGAPE CONSULTING, LLC POSITION: Owner/Member NOB: Consulting INV REL: N #OF HOURS: 10 SEC TRAD HRS: 10 STRT DATE: 01/01/14 ADDRESS: 1101 Juniper St. NE #63, ATL GA 30309 DESC: Receives compensation from Oxygen Financial Insurance, and Oxygen financial tax and business, and consulting. Name: DJ POCA POSITION: Owner NATURE: Disc Jockey Invst RELATED: No #OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/08/2024 ADDRESS: 675 Drewry St NE, Unit 402, atlanta GA 30306, United States DESCRIPTION: DJ at events Name: LTDE, LLC POSITION: Partner NATURE: Power Washing Supplies INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/17/2025 ADDRESS: 1221 Wedgewood Drive, Sugarland TX 77478, United States DESCRIPTION: strategy and brand building. Name: THE 1% CLUB GAME SHOW POSITION: contestant NATURE: Game Show INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2025 ADDRESS: n/a, n/a GA 30306, United States DESCRIPTION: will answer questions on the game show to have the potential to win $100,000. Name: CLARIVISE PRIVATE WEALTH POSITION: Employee, Managing Director NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 05/01/2025 ADDRESS: 11800 Amber Park Drive, Suite 240, Alpharetta GA 30009, United States DESCRIPTION: -Financial Advisor to clients -Partner/leadership trainer for employees Name: ASHFORD ADVISORS-GUARDIAN INSURANCE POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2025 ADDRESS: 900 Ashwood Pkwy #400, Atlanta GA 30338, United States DESCRIPTION: Insurance agent for Whole Life, DI, group Life and DI Name: OXYGEN FINANCIAL INSURANCE POSITION: insurance agent NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 01/01/2011 ADDRESS: 11680 Great Oaks Way Suite 175, Alpharetta GA 30022, United States DESCRIPTION: I am an agent through OFI

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-04
  • S66 Uniform Combined State Law Examination
    2005-08-04
Designations
Other Names
  • Maria Cristina Adora Briboneria

View on SEC IAPD

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