Gordon William Reynolds

Current Employers

Employment History

• 09/2003 → 05/2021
  Wells Fargo Bank, Na
  Tucson, AZ
• 03/2021 → 05/2021
  Wells Fargo Clearing Services, Llc
  Tucson, AZ
• 05/2021 → Present
  Kestra Private Wealth Services, Llc
  Tucson, AZ
• 05/2021 → Present
  Kestra Investment Services, Llc
  Tucson, AZ

Previous Registrations

• 2003-10-10 → 2005-05-04
  Wells Fargo Investments, Llc
  Wichita Falls, TX

Other Businesses

Name: RIDGWAY PRIVATE WEALTH POSITION: President and CEO. NATURE: Investment advisory services through an independent outside RIA INV REL: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 05/19/2021 ADDR: 2910 N Swan Rd, Suite 110, Tucson AZ 85712, United States DESCRIPTION: I will oversee all daily functions of the business. Name: Community Foundation for Southern Arizona Inv Rel: Yes ADDR: 5049 E. Broadway Blvd, Suite 201 | Tucson AZ 85711 Nature of Business: Board POSI(Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Investment committee member Start Date: 9/28/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I will assist the committee in reviewing the foundations investment processes. Name: GUIDEPOINT POSITION: consultants NATURE: Consulting INV REL: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/03/2022 ADDR: 675 Avenue Of the Americas, 2nd Floor, New York NY 10010 DESCRIPTION: They ask me various questions about my experience in the financial services industry. Name: VARSITY TUTORS POSITION: Tutor NATURE: Consulting INV REL: No # OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/04/2022 ADDR: 101 South Hanley Road, Suite 300, St Louis MO 63105 DESCRIPTION: I will help students with their finance classes. Name: THERAPEUTIC RIDING OF TUCSON POSITION: Board member/Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 10/28/2022 ADDRESS: 8920 E Woodland Rd, Tucson AZ 85749, United States DESCRIPTION: I will attend monthly board meetings and monthly finance meetings. I will represent the board at various community activities. Name: PRO EXAM TUTORS POSITION: Tutor NATURE: Tutoring INV REL: No # OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/18/2023 ADDR: 980 N. Michigan Avenue, Suite 1400, Chicago IL 60611 DESCRIPTION: I will be assisting students to prepare for the CFA and CFP exam. Name: SOUTHERN ARIZONA ESTATE PLANNING COUNCIL POSITION: Board Member NATURE: Board POSI(Board of Directors, Board of Trustees, etc.) INV REL: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2023 ADDR: P.O. Box 26511, Tucson AZ 85726 DESCRIPTION: I am listed as a board member. I will assist the Treasurer but handle no money. Name: WINGS FOR WIDOWS POSI: Volunteer Coach NATURE: Charity to provide financial coaching. INV REL: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/11/2023 ADDR: 290 Peavey Road, Wayzata MN 55391 DESCRIPTION: I am providing pro bono financial?advice to widow(er)s for Wings for?Widows Financial Coaching?Program.? Wings for Widows is a?non-profit organization. The?Foundation for Financial Planning?(FFP) is a partner and has?provided support for this program. Name: TUCSON SYMPHONY ORCHESTRA POSITION: Trustee, Investment committee chair NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/09/2023 ADDRESS: 2175 North Sixth Avenue, Tucson AZ 85705, United States DESCRIPTION: I am a new trustee with the organization and oversee the investment committee.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-05-27
• S65 Uniform Investment Adviser Law Examination
  1998-10-15

Designations

Other Names

• Gordon William Reynolds
• Gordon W Reynolds