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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-06 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
7900 E. Union Ave Suite 120, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2024 | 05/2025 |
| Unemployed | Denver | CO | 08/2023 | 12/2023 |
| Residence Inn Denver Tech Center | Greenwood Village | CO | 04/2019 | 08/2023 |
| Residence Inn Silicon Valley I & Ii | Sunnvale | CA | 08/2018 | 04/2019 |
| Aloft Tucson University | Tucson | AZ | 04/2018 | 08/2018 |
| Residence Inn Mountain View | Mountain View | CA | 03/2017 | 04/2018 |
| Ac Downtown San Jose | San Jose | CA | 09/2016 | 03/2017 |
| Unemployed | San Jose | CA | 06/2016 | 09/2016 |
| Lpl Enterprise Llc | Englewood | CO | 06/2025 | 02/2026 |
| Kestra Investment Services, Llc | Denver | CO | 02/2026 | Present |
| Kestra Advisory Services, Llc. | Denver | CO | 02/2026 | Present |
Name: RENEW MASSAGE STUDIO POSITION: Front Desk NATURE: Massage INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 02/25/2026 ADDRESS: 765 S University Blvd, Denver CO 80209, United States DESCRIPTION: Answer phones, check-in and check-out clients, make appointments, and clean the studio. Name: CATALYST RETIREMENT ADVISORS POSITION: Associate Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 02/25/2026 ADDRESS: 7900 E Union Ave, #120, Denver CO 80237, United States DESCRIPTION: Participate in client meetings, prepare agenda, and follow up on action items to ensure that client needs are met. Actively participate in the development and implementation of financial plans. Gather and analyze client data to understand their financial needs and recommend appropriate strategies to achieve their goals. Research and analyze investment opportunities, provide market insights to advisors and clients. Build and maintain strong relationships with clients and act as a point of contact. Monitor and review client accounts, ensure that they are aligned with their financial objectives. Stay up-to-date on industry trends and best practices and share this knowledge with the team. 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: 02/25/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-07 |
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