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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-18 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Dallas | TX | 04/2016 | 07/2026 |
| Kestra Advisory Services, Llc | Dallas | TX | 04/2016 | 07/2026 |
| Corient Services Llc | Miami | FL | 07/2026 | Present |
| Corient | Dallas | TX | 07/2026 | Present |
Business Name: Voigt Family, LP Investment Related: No Address: 4300 Abbott Ave Dallas TX 75205 Nature of Business: Other Other/None of the Above entity owns assets, created as part of an estate plan Position, Title or Relationship: Limited Partner Start Date: 10/1/2002 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: limited partnerBusiness Name: Smith Frank & Partners Investment Related: Yes Address: 5400 LBJ Frwy Suite 1250 Dallas TX 75240 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Member Start Date: 1/20/1986 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: I am a licensed insurance agent, investment advisor, broker, a limited partner/owner of the firmBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: SV&F CONSOLIDATED, LP POSITION: Limited Partner NATURE: This is the Partnership which owns but does not directly participate in, all other activities of our firm. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/09/2002 ADDRESS: 5400 LBJ Frwy, Suite 1250, Dallas TX 75240 DESCRIPTION: My FLP owns 50% of the interest in the business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-08-26 |
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