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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 2025-08-01
  • TX RA
    APPROVED
    Since 2025-08-01

Branch Locations

Austin, TX • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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
Kestra Financial Services, Inc. Austin TX 04/2016 04/2021
Lion Street Advisors Austin TX 07/2021 07/2025
Kestra Investment Services, Llc Austin TX 07/2025 Present
Kestra Advisory Services, Llc Austin TX 07/2025 Present
  • 04/2016 → 04/2021
    Kestra Financial Services, Inc.
    Austin, TX
  • 07/2021 → 07/2025
    Lion Street Advisors
    Austin, TX
  • 07/2025 → Present
    Kestra Investment Services, Llc
    Austin, TX
  • 07/2025 → Present
    Austin, TX
Previous Registrations
  • 2021-07-29 → 2025-07-25
    Lion Street Advisors, Llc
    Austin, TX
  • 2016-04-20 → 2021-04-15
    Austin, TX
  • 2011-06-28 → 2016-09-22
    Kestra Investment Services, Llc
    Austin, TX
    Austin, TX
    Stockton, CA
    Stockton, CA
Other Businesses

NAME: J. B. BURROWS MANAGEMENT, LLC POSITION: Assistant Vice-President NATURE: Back up to President and Vice Presidents INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/22/2025 ADDRESS: 6801 BECKETT RD UNIT 130R, Building 2, Suite 400, Austin AL 78735, United States DESCRIPTION: I have no duties.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-24
S63 Uniform Securities Agent State Law Examination 2000-04-07
  • S65 Uniform Investment Adviser Law Examination
    2011-06-24
  • S63 Uniform Securities Agent State Law Examination
    2000-04-07
Other Names
  • Greg Vance

View on SEC IAPD

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