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5707 Southwest Parkway, Building 2, Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-15 |
Branch Locations
5707 Southwest Parkway, Building 2, Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Management, Llc | Austin | TX | 10/2023 | 01/2026 |
| Stafford Capital Partners | Austin | TX | 09/2021 | 10/2023 |
| Frost Bank | Fort Worth | TX | 12/2013 | 09/2021 |
| Kestra Investment Management, Llc | Austin | TX | 01/2026 | Present |
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