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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
NJ RA APPROVED 2025-04-30
  • NJ RA
    APPROVED
    Since 2025-04-30

Branch Locations

4000 Route 66 Suite 123B, Tinton Falls, NJ 07753 • 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
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
  • 04/2015 → 01/2024
    Woodbury Finacial Services Inc
    Hamilton, NJ
  • 01/2024 → 04/2025
    Brick, NJ
  • 04/2025 → Present
    Kestra Investment Services, Llc
    Tinton Falls, NJ
  • 04/2025 → Present
    Tinton Falls, NJ
Previous Registrations
  • 2024-01-19 → 2025-05-07
    Brick, NJ
  • 2015-04-24 → 2024-01-19
    Woodbury Financial Services, Inc.
    Hamilton, NJ
    Brick, NJ
  • 2004-09-07 → 2015-04-27
    Securian Financial Services, Inc.
    Neptune, NJ
    Wall, NJ
  • 2002-07-31 → 2004-09-01
    Edison, NJ
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-06-15
  • S63 Uniform Securities Agent State Law Examination
    1992-06-15
Designations
Other Names
  • Edward William Schuler
  • Edward W Schuler

View on SEC IAPD

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