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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 | 2022-02-22 |
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 |
|---|---|---|---|---|
| N/A | Austin | TX | 05/2017 | 07/2017 |
| Yadkin Financial Corp. | Charlotte | NC | 01/2016 | 05/2017 |
| Charlotte Soccer Academy | Charlotte | NC | 02/2016 | 05/2017 |
| Ubs Financial Services | Austin | TX | 07/2017 | 08/2019 |
| Sage Advisory Services | Austin | TX | 08/2019 | 02/2022 |
| Kestra Advisory Services, Inc. | Austin | TX | 01/2022 | Present |
| Kestra Investment Services, Llc | Austin | TX | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-09 |
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