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
TX RA APPROVED_RES 2025-03-03
NJ RA APPROVED 2020-03-19
  • TX RA
    APPROVED_RES
    Since 2025-03-03
  • NJ RA
    APPROVED
    Since 2020-03-19

Branch Locations

105 Roosevelt Boulevard, Marmora, NJ 08223 • 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
Northern Lights Distributors, Llc Omaha NE 01/2017 02/2020
Hanlon Investment Management, Inc. Egg Harbor Township NJ 09/2011 02/2020
Kestra Advisory Services, Llc Marmora NJ 03/2020 Present
Kestra Investment Services, Llc Marmora NJ 03/2020 Present
  • 01/2017 → 02/2020
    Northern Lights Distributors, Llc
    Omaha, NE
  • 09/2011 → 02/2020
    Hanlon Investment Management, Inc.
    Egg Harbor Township, NJ
  • 03/2020 → Present
    Marmora, NJ
  • 03/2020 → Present
    Kestra Investment Services, Llc
    Marmora, NJ
Other Businesses

Business Name: Big Brother Big Sister Investment Related: No Address: 450 Tilton Rd # 214 NORTHFIELD NJ 08225 Nature of Business: Other Other/None of the Above Volunteer work Position, Title or Relationship: Big Brother Start Date: 7/20/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I act as a role model for a child in need Business Name: Kyle McClure Investment Related: Yes Address: 110 Roosevelt Blvd Ste 2W Marmora NJ 08223 Nature of Business: Insurance Position, Title or Relationship: Broker Start Date: 11/10/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Sell Business Name: Kestra Advisory Service LLC Investment Related: Yes Address: 5707 Southwest Pkwy Bldg Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 3/2/2020 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Advise clients on investments and annuitie opportunities Business Name: THE LIGHTHOUSE CHURCH POSITION: Committee member NATURE: Budgeting INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 08/10/2021 ADDRESS: 1248 U.S. 9, Cape May Court House NJ 08210, United States DESCRIPTION: Help with budgeting and imputing data into the church software. I will also help with financial decision making. Business Name: REICH ASSET MANAGEMENT POSITION: Equity Partner, Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 10/01/2023 ADDRESS: 105 Roosevelt Blvd, Marmora NJ 08233, United States DESCRIPTION: I will work in an advisory role.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-10
S63 Uniform Securities Agent State Law Examination 2017-09-13
  • S66 Uniform Combined State Law Examination
    2020-03-10
  • S63 Uniform Securities Agent State Law Examination
    2017-09-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Marmora, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor