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Kestra Advisory Services, LLC CRD 283330
$79.8B regulatory AUM 6,392 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-07-28 |
Branch Locations
100 Sun Avenue Ne Suite 600, Albuquerque, NM 87109 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 03/2025 | 02/2026 |
| Rinchem | Albuquerque | NM | 11/2023 | 10/2024 |
| Albuquerque Public Schools | Albuquerque | NM | 11/2019 | 11/2023 |
| Apple | Albuquerque | NM | 04/2014 | 10/2019 |
| Unemployed | Albuquerque | NM | 10/2024 | 03/2025 |
| Unemployed | Albuquerque | NM | 02/2026 | 07/2026 |
| Kestra Investment Services, Llc | Albuquerque | NM | 07/2026 | Present |
| Kestra Advisory Services, Llc | Albuquerque | NM | 07/2026 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/13/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name DAVIS ADVISORY GROUP, LLC POSITION: Registered Administrator NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 07/13/2026 ADDRESS: 100 Sun Ave NE, Suite 600, Albuquerque NM 87109, United States DESCRIPTION: Assisting financial advisors with their schedules, contacting clients, and inputting require information into approved systems to assist the advisors with day to day tasks that are approved for administrators with their SIE, Series 7, and Series 66 licenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-17 |
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