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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 | 2025-10-01 |
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 |
|---|---|---|---|---|
| Christopher Newport University | Newport News | VA | 08/2014 | 05/2018 |
| Lions Bridge Financial Advisors | Newport News | VA | 05/2017 | 05/2018 |
| Prince William Golf Course | Nokesville | VA | 07/2018 | 08/2018 |
| The Vanguard Group, Inc. | Charlotte | NC | 09/2018 | 05/2020 |
| Lpl Financial Llc | Fort Mill | SC | 05/2020 | 09/2025 |
| Kestra Investment Services, Llc | Austin | TX | 09/2025 | Present |
| Kestra Advisory Services, Llc | Austin | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-30 |
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