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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-07-31
WA RA APPROVED 2025-07-31
  • TX RA
    APPROVED_RES
    Since 2025-07-31
  • WA RA
    APPROVED
    Since 2025-07-31

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

16201 E. Indiana Ave. Ste. 2280, Spokane Valley, WA 99216 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eastern Washington University Cheney WA 09/2014 12/2018
Nwos Spokane WA 05/2016 10/2016
Evans, Craven & Lackie, Ps Spokane WA 06/2016 08/2017
Dr Jack R Ashlock, Dds Spokane WA 11/2011 08/2020
Raymond James Financial Services, Inc Spokane Valley WA 08/2017 06/2019
Lpl Financial, Llc Spokane Valley WA 06/2019 07/2025
Kestra Investment Services Llc Spokane Valley WA 07/2025 Present
Kestra Advisory Services Llc Spokane Valley WA 07/2025 Present
  • 09/2014 → 12/2018
    Eastern Washington University
    Cheney, WA
  • 05/2016 → 10/2016
    Nwos
    Spokane, WA
  • 06/2016 → 08/2017
    Evans, Craven & Lackie, Ps
    Spokane, WA
  • 11/2011 → 08/2020
    Dr Jack R Ashlock, Dds
    Spokane, WA
  • 08/2017 → 06/2019
    Raymond James Financial Services, Inc
    Spokane Valley, WA
  • 06/2019 → 07/2025
    Spokane Valley, WA
  • 07/2025 → Present
    Kestra Investment Services Llc
    Spokane Valley, WA
  • 07/2025 → Present
    Spokane Valley, WA
Previous Registrations
Other Businesses

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: 08/01/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: PACNORTH RETIREMENT GROUP POSITION: Partner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2025 ADDRESS: 16201 E. Indiana Ave., Ste. 2280, Spokane Valley WA 99216, United States DESCRIPTION: none 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: 07/31/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: ADAMS CAPITAL, LLC POSITION: Owner NATURE: pass through business INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 10/05/2020 ADDRESS: 16201 E. Indiana Ave., Ste. 2280, Spokane Valley WA 99216, United States DESCRIPTION: Its my business that I pass through my revenue from being an advisor. no other duties or responsibilities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-26
  • S66 Uniform Combined State Law Examination
    2019-11-26
Other Names
  • Mason Adams

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