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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 | 2026-04-17 |
| MD | RA | APPROVED | 2025-04-24 |
Branch Locations
154 N. Market St 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Hagerstown | MD | 01/2018 | 04/2025 |
| Columbia Sportswear | Hagerstown | MD | 08/2016 | 04/2017 |
| Wells Fargo Clearing Services, Llc | Hagerstown | MD | 02/2017 | 01/2018 |
| Kestra Investment Services, Llc | Frederick | MD | 04/2025 | Present |
| Kestra Advisory Services, Llc | Frederick | MD | 04/2025 | Present |
Bus 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: 04/15/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: RS WILL WEALTH MANAGEMENT POSITION: Financial Planning Associate NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/14/2025 ADDRESS: 154 A North Market street, Frederick MD 21701, United States DESCRIPTION: Client servicing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-28 |
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