Best Investors Account Sign in
Current Employers
Kestra Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-30
  • NY RA
    APPROVED
    Since 2026-07-30

Branch Locations

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

51 E. Main Street, Smithtown, NY 11787 • 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
Morgan Stanley & Co. Llc New York NY 01/2025 06/2026
Center For Wealth Preservation Syosset NY 09/2024 12/2024
Long Island Compost Yaphank NY 01/2021 02/2024
Unemployed Oyster Bay NY 03/2024 08/2024
Full Time Student Oyster Bay NY 01/2015 05/2024
Kestra Investment Services, Llc Smithtown NY 06/2026 Present
Kestra Advisory Services, Llc Smithtown NY 06/2026 Present
  • 01/2025 → 06/2026
    Morgan Stanley & Co. Llc
    New York, NY
  • 09/2024 → 12/2024
    Center For Wealth Preservation
    Syosset, NY
  • 01/2021 → 02/2024
    Long Island Compost
    Yaphank, NY
  • 03/2024 → 08/2024
    Unemployed
    Oyster Bay, NY
  • 01/2015 → 05/2024
    Full Time Student
    Oyster Bay, NY
  • 06/2026 → Present
    Kestra Investment Services, Llc
    Smithtown, NY
  • 06/2026 → Present
    Smithtown, NY
Other Businesses

Name: MAIN STREET FINANCIAL GROUP POSITION: Associate Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/29/2026 ADDRESS: 51 East Main Street, Smithtown NY 11787, United States DESCRIPTION: This is my OBA for my position at Main Street Financial Group.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-30
  • S66 Uniform Combined State Law Examination
    2026-07-30

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor