Daniel Avnaim

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-02-05

Branch Locations

6541 Garden Grove Way, Gaithersburg, MD 20882 • 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
Rockville Sportsplex	Rockville	MD	01/2018	08/2020
San Diego State University	San Diego	CA	08/2020	05/2024
Bethesda Country Club	Bethesda	MD	06/2021	08/2021
Associated Students At San Diego State University	San Diego	CA	09/2022	05/2024
Kestra Investment Services, Llc	Germantown	MD	07/2024	Present
Wootton High School	Rockville	MD	08/2016	05/2020
Kestra Advisory Services, Llc	Germantown	MD	01/2025	Present

01/2018 → 08/2020

Rockville Sportsplex

Rockville, MD
08/2020 → 05/2024

San Diego State University

San Diego, CA
06/2021 → 08/2021

Bethesda Country Club

Bethesda, MD
09/2022 → 05/2024

Associated Students At San Diego State University

San Diego, CA
07/2024 → Present

Kestra Investment Services, Llc

Germantown, MD
08/2016 → 05/2020

Wootton High School

Rockville, MD
01/2025 → Present

Kestra Advisory Services, Llc

Germantown, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-31