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Current Employers
Kestra Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-06-13
  • NY RA
    APPROVED
    Since 2023-06-13

Branch Locations

1303 Main Street Suite 302, Port Jefferson, NY 11777 • United States

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

North Salem, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Williams Jones & Associates New York NY 01/2013 08/2019
Williams Jones Wealth Management, Llc New York NY 09/2019 04/2023
Kestra Advisory Services, Llc New York NY 04/2023 Present
Previous Registrations

View on SEC IAPD

More in Port Jefferson, NY

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