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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-27 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
438 Williamson Rd Suite F, Mooresville, NC 28117 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Huntersville | NC | 06/2006 | 03/2023 |
| Bank Of America, N.A. | Hunterville | NC | 12/2009 | 03/2023 |
| Kestra Investment Services, Llc | Huntersville | NC | 03/2023 | Present |
| Kestra Private Wealth Services, Llc | Huntersville | NC | 03/2023 | Present |
Business Name: DESTINATION WEALTH ADVISORS POSITION: partner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/16/2023 ADDRESS: 13801 Reese Blvd. West, suite 110, Huntersville NC 28078 DESCRIPTION: working as a financial advisor and partner via the BDA Business Name: NICHOLS-COE LLC POSITION: sole owner NATURE: Pass Through for income INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/12/2023 ADDRESS: 8914 Linden Grove Ct, Sherrills Ford NC 28673-0000, United States DESCRIPTION: I am the sole owner of this LLC. I receive my compensation from Destination WA into this LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-15 |
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