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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-04-20 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Sebastian Wealth Management Group,Llc | Summit | NJ | 08/2008 | Present |
| Kestra Advisory Services, Llc | Summit | NJ | 04/2016 | Present |
| Kestra Investment Services, Llc | Summit | NJ | 09/2008 | Present |
Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Sebastian Wealth Management Group LLC The Physicians Wealth Management Group Investment Related: Yes Address: 18 Bank Street, Suite 204 Summit NJ 07901 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: President / Owner Start Date: 9/2/2008 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: All duties as it pertains to comprehensive wealth management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-23 |
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