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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 | 2026-08-12 |
| MO | RA | APPROVED | 2026-08-12 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
6001 Old Collinsville Rd Ste 2A, Fairview Heights, IL 62208 • United States
St. Louis, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | St. Louis | MO | 05/2008 | 09/2022 |
| First Allied Advisory Services, Inc | St. Louis | MO | 05/2008 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2020 |
| Cetera Advisors Llc | Fairview Hghts | IL | 09/2022 | 08/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | 08/2026 |
| Kestra Investment Services, Llc | Fairview Heights | IL | 08/2026 | Present |
| Kestra Advisory Services. Llc | Fairview Heights | IL | 08/2026 | Present |
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: 08/12/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: BURGDORF WEALTH MANAGERS POSITION: Registered Field Assistant NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 08/12/2026 ADDRESS: 6001 Old Collinsville Rd,, Bldg. 2, Fairview Heights IL 62208, United States DESCRIPTION: Provide administrative assistance with the transition of my previous clients to Burgdorf Wealth Managers after selling my practice to them effective 12/31/23.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-16 |
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