KESTRA INVESTMENT SERVICES, LLC reshuffles leadership with a new hire and two executive changes. Angela Diane Xavier joins KESTRA as Client Experience Officer and Executive Vice President. Kristen Lawless Chester departs from her role as Chief Operating Officer and Executive Vice President.

Mark Paul Schoenbeck transitions to Advisor Engagement Executive Vice President from his previous position as Executive Vice President. Headquartered in Austin, Texas, KESTRA INVESTMENT SERVICES, LLC is a large broker-dealer founded in September 2014. The firm operates under the SEC and FINRA regulations, with leadership including John Vincent Amore as President and Vinay Kant as Chief Digital Technology Officer.

KESTRA acts as an introducing broker, partnering with National Financial Services LLC for clearing services. It engages in various business activities, including retailing corporate equity securities, mutual fund sales, municipal securities brokerage, and variable life insurance or annuity sales. As of 2024, KESTRA reported total assets of $46.8 million, marking a 16.1% increase from 2020's $40.3 million.

Source: FINRA BrokerCheck records and SEC FOCUS filings.