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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-03-08 |
Branch Locations
9500 Offenhauser Dr, Flagstaff, AZ 86004 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Prescott Valley, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ryleigh Wealth Management - Kestra | Flagstaff | AZ | 09/2020 | 02/2023 |
| Edward Jones | Flagstaff | AZ | 06/2018 | 09/2020 |
| Your People (Dba Zenefits) | Tempe | AZ | 01/2016 | 06/2018 |
| Kestra Investment Services, Llc | Flagstaff | AZ | 02/2023 | Present |
| Kestra Advisory Services, Llc | Flagstaff | AZ | 02/2023 | Present |
Business Name: RYLEIGH WEALTH MANAGEMENT POSITION: Operations Manager NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/26/2022 ADDRESS: 9500 Offenhauser Dr., Flagstaff AZ 86004, United States DESCRIPTION: Currently an assistant. Moving into a registered field assistant role and will eventually be moving to a producing role as more licensed are obtained. Goal is within 6 months to be a full producer.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-05 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-26 |
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