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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-02 |
Branch Locations
4301 N Damen Ave, Chicago, IL 60618 • 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 |
|---|---|---|---|---|
| Tiaa | Chicago | IL | 03/2015 | 09/2016 |
| Tiaa-Cref Individual & Institutional Services, Llc | Chicago | IL | 03/2015 | 09/2016 |
| Jp Morgan Llc | Chicago | IL | 09/2016 | 09/2025 |
| Kestra Investment Services, Llc | Chicago | IL | 09/2025 | Present |
| Kestra Advisory Services, Llc | Chicago | IL | 09/2025 | Present |
Business 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: 09/02/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Business Name: VERTERA FINANCIAL POSITION: Founder & Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/02/2025 ADDRESS: 4301 N Damen Ave, Chicago IL 60618, United States DESCRIPTION: Manage office and book of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-11 |
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