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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-08-17 |
| TX | RA | APPROVED | 2026-08-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Securian Financial Services, Inc. (Affiliate Of Diamond State) | Newark | DE | 05/2017 | 10/2017 |
| Minnesota Life Insurance Co. (Affiliate Of Securian Financial) | Newark | DE | 05/2017 | 10/2017 |
| Diamond State Financial Group | Newark | DE | 05/2017 | 10/2017 |
| Swiss Farms Stores | Swarthmore | PA | 02/2016 | 04/2017 |
| Axa Advisors, Llc | New York | NY | 12/2017 | 05/2018 |
| Citizens Bank | Paoli | PA | 06/2018 | 07/2020 |
| Citizens Securities, Inc. | Paoli | PA | 07/2018 | 07/2020 |
| Jp Morgan Securities | Haverford | PA | 07/2020 | 02/2021 |
| Jpmorgan Chase Bank | Haverford | PA | 07/2020 | 02/2021 |
| Equitable Advisors | Bala Cynwyd | PA | 12/2017 | 05/2018 |
| Ally Invest Securities Llc | Charlotte | NC | 08/2021 | 03/2025 |
| Unemployed | Wallingford | PA | 02/2021 | 08/2021 |
| Kestra Investment Services Llc | Austin | TX | 03/2025 | Present |
| Kestra Advisory Services, Llc | Austin | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-06 |
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