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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 | 2026-05-04 |
| TX | RA | APPROVED_RES | 2026-05-01 |
Branch Locations
13801 Reese Blvd W, Huntersville, NC 28078 • United States
5707 Southwest Parkway Bldg. 2 Ste 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 01/2004 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 03/2021 |
| Fidelity Investments | Jacksonville | FL | 12/2021 | 08/2023 |
| Unemployed | Mint Hill | NC | 04/2021 | 12/2021 |
| Worth Advisors, Llc | Charlotte | NC | 08/2023 | 11/2023 |
| Randstad | Charlotte | NC | 11/2023 | 03/2024 |
| Wells Fargo Clearing Services | Charlotte | NC | 12/2023 | 04/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2024 | 12/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2024 | 12/2024 |
| Unemployed | Mint Hill | NC | 12/2024 | 04/2026 |
| Kestra Investment Services Llc | Huntersville | NC | 04/2026 | Present |
| Kestra Private Wealth Services Llc | Huntersville | NC | 04/2026 | Present |
Name: DESTINATION WEALTH POSITION: Client Services NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/13/2026 ADDRESS: 13801 Reese Blvd W, Huntersville NC 28078, United States DESCRIPTION: Assist financial advisors with their clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-14 |
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