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Inactive

Kathryn Leigh Blake

Kestra Advisory Services, LLC

Austin, TX

Avon, CT

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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
CT RA APPROVED 2024-02-03
  • CT RA
    APPROVED
    Since 2024-02-03

Branch Locations

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

60 Avon Meadow Ln., Avon, CT 06001 • 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 Advisory Services, Llc Avon CT 01/2024 Present
Hospital For Special Care New Britain CT 04/2019 11/2020
Charlotte Hungerford Hospital Torrington CT 01/2004 07/2022
Kestra Investment Services, Llc Avon CT 06/2023 Present
Unemployed Canton CT 07/2022 06/2023
  • 01/2024 → Present
    Kestra Advisory Services, Llc
    Avon, CT
  • 04/2019 → 11/2020
    Hospital For Special Care
    New Britain, CT
  • 01/2004 → 07/2022
    Charlotte Hungerford Hospital
    Torrington, CT
  • 06/2023 → Present
    Kestra Investment Services, Llc
    Avon, CT
  • 07/2022 → 06/2023
    Unemployed
    Canton, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-03
  • S65 Uniform Investment Adviser Law Examination
    2024-02-03
Other Names
  • Kathryn Wurzer
  • Kathie Wurzer
  • Kathie Blake

View on SEC IAPD

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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

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