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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-16 |
| MD | RA | APPROVED | 2026-07-15 |
Branch Locations
154 N. Market Street Ste. 154A, Frederick, MD 21701 • 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 |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Frederick | MD | 06/2025 | 01/2026 |
| Morgan Stanley | Frederick | MD | 06/2024 | 08/2024 |
| Morgan Stanley | Rockville | MD | 06/2023 | 08/2023 |
| Dominos | Middletown | MD | 12/2022 | 01/2023 |
| Dominos | Middletown | MD | 06/2022 | 08/2022 |
| Fedex | Hagerstown | MD | 12/2021 | 01/2022 |
| Weis | Frederick | MD | 01/2021 | 02/2021 |
| Unemployed | Middletown | MD | 01/2016 | 05/2021 |
| Unemployed | Frostburg | MD | 08/2021 | 05/2025 |
| Kestra Investment Services, Llc | Frederick | MD | 01/2026 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/28/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: RS WILL WEALTH MANAGEMENT POSITION: CSA NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/02/2026 ADDRESS: 154A N Market St, Frederick MD 21701, United States DESCRIPTION: Assist with paperwork Answer calls
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-14 |
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