Best Investors Account Sign in
Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-26
MS RA APPROVED 2016-05-09
  • TX RA
    APPROVED
    Since 2023-07-26
  • MS RA
    APPROVED
    Since 2016-05-09

Branch Locations

251 Trace Colony Park Drive Suite C, Ridgeland, MS 39157 • United States

Madison, MS • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthpartners Jackson MS 12/2004 Present
Kestra Advisory Services, Llc Ridgeland MS 04/2016 Present
Kestra Investment Services, Llc Ridgeland MS 08/1997 Present
  • 12/2004 → Present
    Wealthpartners
    Jackson, MS
  • 04/2016 → Present
    Ridgeland, MS
  • 08/1997 → Present
    Kestra Investment Services, Llc
    Ridgeland, MS
Previous Registrations
  • 2000-05-26 → 2003-08-25
    Kientz, Martin, Hill & Breazeale Llc
    Jackson, MS
  • 2002-03-21 → 2002-12-31
    Kientz, Martin, Hill & Breazeale Llc
    Jackson, MS
Other Businesses

Name: WEALTHPARTNERS, LLP. I HAVE A LIFE INSURANCE, PLA POSITION: managing partner / CEO NATURE: Registered rep activities through Kestra Investment Services, Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2005 ADDRESS: 220 Trace Colony Park Drive, Suite A, Ridgeland MS 39157, United States DESCRIPTION: comprehensive planning and product solutions 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 NAME: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/1997 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-12-02
  • S63 Uniform Securities Agent State Law Examination
    1989-12-02
Designations

View on SEC IAPD

More in Ridgeland, MS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor