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550 Pharr Rd. Suite 700, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-07-02 |
Branch Locations
3 disclosure categories 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 | Austin | TX | 12/2014 | 05/2018 |
| Kestra Private Wealth Services, Llc | Woodland Hills | CA | 12/2014 | 05/2018 |
| Peachcap Securities, Inc. | Atlanta | GA | 08/2018 | Present |
| Peachcap Tax & Advisory, Llc | Atlanta | GA | 08/2018 | Present |
| Unemployed | Langley | WA | 05/2018 | 08/2018 |
Business Name: Pacific Northwest Ballet Investment Related: No Address: 301 Mercer St Seattle WA 98109, Board Member, 2010, 3hours per month, 0 hours during securities trading, Non-Profit, Description: Board of Directors Seattle Opera, Investment Related: No, Address: 363 Mercer Street, Seattle WA, 98109, 2012, 3 Hours per month, 0 Hours during securities trading hours, Board Member, Non-Profit. Langley Pacific Partners, Inv. Related, 220 2nd Street #101 Langley CA, 98260, Managing Director, Dec. 2014, 170 Hours per month, 130 Per month during securities trading hours, Financial Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-09 |
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