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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 | 2025-04-30 |
Branch Locations
4000 Route 66 Suite 123B, Tinton Falls, NJ 07753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Finacial Services Inc | Hamilton | NJ | 04/2015 | 01/2024 |
| Osaic Wealth, Inc. | Brick | NJ | 01/2024 | 04/2025 |
| Kestra Investment Services, Llc | Tinton Falls | NJ | 04/2025 | Present |
| Kestra Advisory Services, Llc | Tinton Falls | NJ | 04/2025 | Present |
Bus 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: 05/01/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: JANET/ED SCHULER POSITION: Assistant to my spouse NATURE: Personal Car rental through app INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 808 DONEGAL CT, Toms River NJ 08753, United States DESCRIPTION: Communicate with guests get car washed and service Bus Name: OBSIDIAN WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2025 ADDRESS: 74-80 Brick Blvd Bld 1 Suite 108, Brick NJ 08723, United States DESCRIPTION: Adise clients how to meet their goals and objectives that meets their best interests Bus Name: A NEED WE FEED POSITION: Board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2018 ADDRESS: po Box 461, Island Heights NJ 08732, United States DESCRIPTION: Help with decision making and oversight of officers
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-06-15 |
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