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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-26 |
Branch Locations
9515 Deereco Road Suite 905, Timonium, MD 21093 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mosaic Asset Partners | Towson | MD | 09/2023 | 01/2026 |
| Johns Hopkins University | Baltimore | MD | 10/2017 | 08/2023 |
| The Seed School Of Maryland | Baltimore | MD | 09/2014 | 10/2017 |
| Kestra Advisory Services, Llc | Towson | MD | 01/2026 | Present |
NAME: Kestra Advisory Services POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/08/2023 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400 Austin, Texas 78735 DESCRIPTION: IAR NAME: Mosaic Asset Partners, LLC POSITION: Client Support Specialist NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/05/2023 ADDRESS: 1122 Kenilworth Drive Suite 310 Towson, Maryland 21204 DESCRIPTION: Back office, processing, client reports
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