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Kestra Advisory Services, LLC CRD 283330
$79.8B regulatory AUM 6,392 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-08-11 |
| TX | RA | APPROVED | 2022-08-11 |
Branch Locations
Wentzville, MO • United States
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 |
|---|---|---|---|---|
| Edward Jones | Maryland Heights | MO | 05/2018 | 06/2021 |
| Edward Jones | Manchester | MO | 12/2017 | 05/2018 |
| First Bank | Hazelwood | MO | 10/2017 | 12/2017 |
| Starbucks | Arnold | MO | 08/2014 | 08/2017 |
| Stifel Nicolaus & Co Inc | St. Louis | MO | 06/2021 | 08/2022 |
| Kestra Investment Services, Llc | Austin | TX | 08/2022 | Present |
| Kestra Advisory Services, Llc | Austin | TX | 08/2022 | Present |
Name: INSTACART POSITION: Independent Contractor/Shopper NATURE: Service INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/22/2025 ADDRESS: 50 Beale Street, Suite 600, San Francisco CA 94105, United States DESCRIPTION: Shopping for customer orders and delivery
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-28 |
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