Jeremiah Pizana is a registered investment advisor, based in Austin, TX, with 10 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeremiah works full-time as an investment advisor representative (IAR) through Kestra Advisory Services. He also owns Trinity Oak Wealth Partners, where he performs registered representative activities, provides CFO services, and offers bookkeeping services, dedicating full-time hours to this role.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Libertycrown Financial Planning LLC
Integrated Financial Planning Center, LLC
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.