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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-03-30 |
| TX | RA | APPROVED | 2023-03-28 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
800 Mount Vernon Hwy Ne Suite 350, Atlanta, GA 30328 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Atlanta | GA | 09/2005 | 03/2023 |
| Kestra Investment Services, Llc | Atlanta | GA | 03/2023 | Present |
| Kestra Advisor Services, Llc | Atlanta | GA | 03/2023 | Present |
Business Ownership; Mitman, Reese and Associates; President; Business established to help manage practice payroll; 30328; Not Investment Related; January 2011; 10 to 19 hours per month; 1-9 during trading hours/ TMJR Holdings LLC; President; Real Estate holding company; 30075; Not Investment Related; January 2015; 0 hours per month; 0 during trading hours. Outside Employment; Mitman, Reese and Associates; President; GA 30328; 0-9 hours per month; . Business Name: ELEMENT WEALTH ADVISORS POSITION: Owner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 01/01/2017 ADDRESS: 800 Mt Vernon Hwy NE, Ste 350, Atlanta GA 30328, United States DESCRIPTION: Operate day to day operations of the business Business Name: KESTRA ADVISORY SERVICES POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 03/28/2023 ADDRESS: 5707 Southwest Parkway, Building 2, Ste 400, Austin TX 78735, United States DESCRIPTION: Advise clients on investments for their portfolio's Business Name: TMJR HOLDINGS LLC POSITION: owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2015 ADDRESS: 5025 Old Oak Trace, Roswell GA 30075, United States DESCRIPTION: P&L1 Business Name: MITMAN, REESE AND ASSOCIATES POSITION: Owner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2008 ADDRESS: 800 Mount Vernon Hwy NE, Ste 350, Atlanta GA 30328, United States DESCRIPTION: P&L
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-07 |
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