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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-26 |
| MS | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthpartners | Jackson | MS | 12/2004 | Present |
| Kestra Advisory Services, Llc | Ridgeland | MS | 04/2016 | Present |
| Kestra Investment Services, Llc | Ridgeland | MS | 08/1997 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-12-02 |
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