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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 2026-07-15
  • TX RA
    APPROVED
    Since 2026-07-15

Branch Locations

Austin, TX • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Advisory Services Atlanta GA 09/2016 12/2023
Truist Investment Services, Inc. Glen Allen VA 02/2021 12/2023
Truist Securities, Inc. Richmond VA 12/2023 07/2026
Kestra Investment Services, Llc Austin TX 07/2026 Present
Kestra Advisory Services, Llc Austin TX 07/2026 Present
Suntrust Investment Services, Inc Atlanta GA 03/2014 12/2023
  • 09/2016 → 12/2023
    Suntrust Advisory Services
    Atlanta, GA
  • 02/2021 → 12/2023
    Truist Investment Services, Inc.
    Glen Allen, VA
  • 12/2023 → 07/2026
    Truist Securities, Inc.
    Richmond, VA
  • 07/2026 → Present
    Kestra Investment Services, Llc
    Austin, TX
  • 07/2026 → Present
    Austin, TX
  • 03/2014 → 12/2023
    Suntrust Investment Services, Inc
    Atlanta, GA
Previous Registrations
  • 2016-09-21 → 2023-12-01
    North Chesterfield, VA
    Glenn Allen, VA
    Richmond, VA
  • 2012-11-27 → 2016-12-31
    Truist Investment Services, Inc.
    Richmond, VA
    Richmond, VA
    Glen Allen, VA
    Charlotte, NC
    Atlanta, GA
    Charlotte, NC
  • 2003-07-28 → 2009-03-20
    Minneapolis, MN
    Richmond, VA
    Centreville, VA
    Dewitt, NY
    Camp Hill, PA
    Liverpool, NY
    Camp Hill, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-06-22
  • S63 Uniform Securities Agent State Law Examination
    1999-06-22
Designations
Other Names
  • John Harris Milligan

View on SEC IAPD

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