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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 | 2026-06-29 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
3610 Shire Blvd Ste 212, Richardson, TX 75082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Dallas | TX | 07/2018 | 03/2020 |
| Texas A&M University | College Station | TX | 08/2014 | 05/2018 |
| Amerprise Financial | Dallas | TX | 05/2017 | 08/2017 |
| Ameriprise Financial Services, Llc | Richardson | TX | 03/2020 | 06/2026 |
| Kestra Advisory Services Llc | Richardson | TX | 06/2026 | Present |
| Kestra Investment Services Llc | Richardson | TX | 06/2026 | Present |
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: 06/29/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR 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: 06/29/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: UBUNTU OPERATIONS LLC POSITION: Owner NATURE: Operations for Ecclesiastes Wealth Partners INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/12/2021 ADDRESS: 3610 Shire Blvd, Ste 212, Richardson TX 75082, United States DESCRIPTION: Management Name: SNOWCAP MANAGEMENT LLC POSITION: President NATURE: LLC holds my partnership share INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/29/2026 ADDRESS: 6504 Hilltop Trl, Sachse TX 75048, United States DESCRIPTION: This is the LLC to own my partnership share in the business. I do not do anything specifically for the LLC. Name: TAX SEASON AT ECCLESIASTES POSITION: Owner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2026 ADDRESS: 3610 Shire Blvd, Ste 212, Richardson TX 75082, United States DESCRIPTION: Management of tax practice Name: ECCLESIASTES RISK MANAGEMENT POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2026 ADDRESS: 3610 Shire Blvd, Ste 212, Richardson TX 75082, United States DESCRIPTION: Management of insurance practice Name: ECCLESIASTES WEALTH PARTNERS POSITION: Owner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/12/2021 ADDRESS: 3610 Shire Blvd, Ste 212, Richardson TX 75082, United States DESCRIPTION: Management of practice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-31 |
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