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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-17 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
475 Park Ave Suite 2100, New York, NY 10016 • United States
Long Beach, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bethpage Federal Credit Union | Bethpage | NY | 08/2016 | 07/2017 |
| Blackdiamond Wealth | New York | NY | 07/2017 | 07/2019 |
| Morgan Stanley | New York | NY | 08/2019 | 09/2022 |
| Kestra Investment Services, Llc | New York | NY | 10/2022 | Present |
| Kestra Advisory Services, Llc | New York | NY | 10/2022 | Present |
Busi Name: CHRISTOPHER STREET FINANCIAL POSITION: Client Service Specialist NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 139 START DATE: 10/03/2022 ADDRESS: 475 Park Ave South, #2100, New York NY 10016 DESCRIPTION: I am a client service specialist and will only be servicing client accounts and will not be making investment advice, recommendations or solicitations. At my previous firm I needed to get my Series 7 and Series 66. However, I will not be utilizing them in my current role, but need to be held so I do not lose them. Busi Name: KESTRA ADVISORY SERVICES, LLC POSITION: Client Service Specialist NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/03/2022 ADDRESS: 5707 southwest pkwy,, BLDG 2, suite 400, Austin TX 78735 DESCRIPTION: I am a client service specialist and will only be servicing client accounts and will not be making investment advice, recommendations or solicitations. At my previous firm I needed to get my Series 7 and Series 66. However, I will not be utilizing them in my current role, but need to be held so I do not lose them. Busi Name: CHRISTOPHER STREET FINANCIAL POSITION: Client Services Specialist NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/03/2022 ADDRESS: 475 Park Ave S, Suite 2100, New York NY 10016 DESCRIPTION: Administrative service related duties/back office.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-11 |
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