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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 2020-11-23
  • TX RA
    APPROVED
    Since 2020-11-23

Branch Locations

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

Austin, TX • 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
Charles Schwab & Co., Inc. Austin TX 03/2018 10/2020
Texell Credit Union Leander TX 05/2014 12/2016
Favor Delivery Austin TX 08/2016 08/2017
University Federal Credit Union Austin TX 12/2016 03/2018
Kestra Investment Services, Llc Austin TX 11/2020 Present
Kestra Advisory Services, Llc Austin TX 11/2020 Present
  • 03/2018 → 10/2020
    Austin, TX
  • 05/2014 → 12/2016
    Texell Credit Union
    Leander, TX
  • 08/2016 → 08/2017
    Favor Delivery
    Austin, TX
  • 12/2016 → 03/2018
    University Federal Credit Union
    Austin, TX
  • 11/2020 → Present
    Kestra Investment Services, Llc
    Austin, TX
  • 11/2020 → Present
    Austin, TX
Previous Registrations
Other Businesses

Business Name: STUDIO SPINKS POSITION: Business partner NATURE: Jewelry crafting INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2024 ADDRESS: 3605 Savage Springs Dr, Austin TX 78754 DESCRIPTION: I assist by providing recommendations for:1. The marketing design; 2. The pricing structure; 3. Target audience

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-26
  • S66 Uniform Combined State Law Examination
    2018-11-26

View on SEC IAPD

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