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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2017-11-01 |
| TX | RA | APPROVED | 2017-10-31 |
Branch Locations
6750 W Loop S Suite 615, Bellaire, TX 77401 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Bellaire, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 05/2004 | 10/2017 |
| Kestra Investment Services, Llc. | Bellaire | TX | 10/2017 | Present |
| Kestra Advisory Services, Llc. | Bellaire | TX | 10/2017 | Present |
KESTRA ADISORY SERVICES LLC POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 72 SECURITIES TRADING HOURS: 63 START DATE: 11/01/2017 ADDRESS: 5707 Southwest Parkway Bldg 2 Suite 400, Austin TX 78735, United States DESCRIPTION: IAR GRS FIANANCIAL GROUP POSITION: Sole proprietor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 104 SECURITIES TRADING HOURS: 80 START DATE: 11/01/2017 ADDRESS: 6750 W Loop S Suite 615, Bellaire TX 77401, United States DESCRIPTION: Manage and recommend investments
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-10-04 |
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