Best Investors Account Sign in
Current Employers
Kestra Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-08-01
  • NJ RA
    APPROVED
    Since 2025-08-01

Branch Locations

303 West Main Street 4Th Floor, Freehold, NJ 07728 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc. Iselin NJ 08/2008 09/2016
Securities America Advisors, Inc. Iselin NJ 08/2008 09/2016
Commonwealth Financial Network Waltham MA 09/2016 07/2025
Kestra Investment Services, Llc Freehold NJ 07/2025 Present
Kestra Advisory Services, Llc Freehold NJ 07/2025 Present
  • 08/2008 → 09/2016
    Securities America, Inc.
    Iselin, NJ
  • 08/2008 → 09/2016
    Securities America Advisors, Inc.
    Iselin, NJ
  • 09/2016 → 07/2025
    Waltham, MA
  • 07/2025 → Present
    Kestra Investment Services, Llc
    Freehold, NJ
  • 07/2025 → Present
    Freehold, NJ
Previous Registrations
  • 2016-09-30 → 2025-07-31
    Freehold, NJ
    Marlboro, NJ
    Freehold, NJ
    Merrick, NY
  • 2008-08-08 → 2016-09-30
    Securities America Advisors, Inc.
    Iselin, NJ
  • 2007-04-24 → 2008-08-11
    Cetera Advisors Llc
    Iselin, NJ
    Iselin, NJ
Other Businesses

Name: DYNASTY ADVISORS LLC FIXED INSURANCE POSITION: agent NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/29/2005 ADDRESS: 303 W. Main St, Suite 410, Freehold NJ 07728, United States DESCRIPTION: Sales and service Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/31/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: DYNASTY ADVISORS LLC POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/31/2025 ADDRESS: 303 W. Main St, Suite 410, Freehold NJ 07728, United States DESCRIPTION: Assisting clients as their advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-25
S63 Uniform Securities Agent State Law Examination 1987-04-15
  • S66 Uniform Combined State Law Examination
    2006-10-25
  • S63 Uniform Securities Agent State Law Examination
    1987-04-15

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Freehold, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor