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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 2025-06-27
KS RA APPROVED 2025-04-02
  • TX RA
    APPROVED
    Since 2025-06-27
  • KS RA
    APPROVED
    Since 2025-04-02

Branch Locations

8080 E. Central Ste 200, Wichita, KS 67206 • 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
Koch Industries Inc. Wichita KS 05/2016 03/2023
Kestra Investment Services, Llc Wichita KS 04/2023 Present
Kansas State Athletics Manhattan KS 08/2015 12/2016
Kestra Advisory Services, Llc Wichita KS 04/2025 Present
  • 05/2016 → 03/2023
    Koch Industries Inc.
    Wichita, KS
  • 04/2023 → Present
    Kestra Investment Services, Llc
    Wichita, KS
  • 08/2015 → 12/2016
    Kansas State Athletics
    Manhattan, KS
  • 04/2025 → Present
    Wichita, KS
Other Businesses

Name: FORTIS ADVISORS POSITION: Registered Field Assistant NATURE: Registered Field Assistant INVESTMENT RELATED: Yes #OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2023 ADDRESS: 8080 E Central Ave, Suite 200, Wichita KS 67206, United States DESCRIPTION: Assisting with operations of the firm. Drafting and submitting various paperwork, RMD's, tracking work items and workflows. 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: 04/27/2023 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: IAR Name: LIMESTONE CAPITAL, LLC POSITION: Owner NATURE: LLC for ownership of business assets INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 05/27/2025 ADDRESS: 8080 E Central Ave, Ste 200, Wichita KS 67206, United States DESCRIPTION: Payroll & taxes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-29
  • S66 Uniform Combined State Law Examination
    2023-11-29
Designations

View on SEC IAPD

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