Liza Christian Firmin

Current Employers

Employment History

• 09/2013 → 04/2023
  Woodbury Financial Services, Inc.
  Center, TX
• 09/2013 → 04/2023
  Wayne Christian Financial Services
  Center, TX
• 11/2017 → 01/2018
  Calderwood Financial Strategies, Inc
  Houston, TX
• 01/2023 → 04/2023
  Christian & Daughters Financial Group, Llc
  Waco, TX
• 04/2023 → Present
  Kestra Investment Services, Llc
  Center, TX
• 04/2023 → Present
  Kestra Advisory Services, Llc
  Center, TX

Previous Registrations

• 2017-05-16 → 2023-05-10
  Woodbury Financial Services, Inc.
  Center, TX
  Houston, TX

Other Businesses

1) BEARS FOR LEADERSHIP REFORM POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2016 ADDRESS: PO Box 1418, Austin TX 78767 DESCRIPTION: board to determine topics our group should advocate for/against 2) NOTARY;POSITION: Notary NATURE: Notary Public designation. Do not recieve any compensation. INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2014; ADDRESS: 204 Houston Street, Center TX 75935 DESCRIPTION: Notarize documents as needed for clients 3) WAYNE CHRISTIAN FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Sole Proprietor, Financial Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2013 ADDRESS: 204 Houston Street, Center TX 75935 DESCRIPTION: Financial Advisor and Life Insurance Agent 4) CHRISTIAN BUSINESS LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/18/2017 ADDRESS: 204 Houston Street, Center TX 75935 DESCRIPTION: This LLC is the business entity for our financial services business. 6) SHELBY COUNTY PROPERTIES POSITION: Manager NATURE: LLC INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/28/2017 ADDRESS: 204 Houston Street, Center TX 75935 DESCRIPTION: Manager of LLC 7) CHRISTIAN & DAUGHTER'S FINANCIAL GROUP POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/23/2022 ADDRESS: 220 S. Fourth Street, Waco TX 76701 DESCRIPTION: This is the LLC I use to administer my business and manage business acquisitions. 8) WAYNE CHRISTIAN FINANCIAL SERVICES POSITION: Owner/Operator NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2013 ADDRESS: 204 Houston Street, Center TX 75935 DESCRIPTION: It is a DBA name only 9) CHRISTIAN & DAUGHTER'S FINANCIAL GROUP, LLC POSITION: Single Member/Owner NATURE: Administrative Arm of Financial Practice INVESTMENT RELATED: Yes # OF HOURS: 64 SECURITIES TRADING HOURS: 32 START DATE: 07/01/2022 ADDRESS: 12000 Woodfall Cir, Woodway TX 76712 DESCRIPTION: Bookkeeping, payroll, subscription management, rent payments, advertising 10) NOTARY POSITION: N/A NATURE: Administrative INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/12/2017 ADDRESS: 204 Houston Street, Center TX 75935 DESCRIPTION: Notary 11) CHRISTIAN BUSINESS, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2019 ADDRESS: 204 Houston Street, Center TX 75935 DESCRIPTION: None 12) SHELBY COUNTY PROPERTIES, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2019 ADDRESS: 204 Houston Street, Center TX 75935 DESCRIPTION: None 13) KESTRA ADVISORY SERVICES, LLC POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/28/2023 ADDRESS: 204 Houston Street, Center TX 75935 DESCRIPTION: investment advisory services through Kestra Advisory Services, LLC. 14) SAINT PAUL'S PROMISE FUND POSITION: Chair of the Fund NATURE: Chair of Fundraising INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/12/2025 ADDRESS: 517 Columbus Avenue, Waco TX 76701, United States DESCRIPTION: fund raising 15). ST. PAULS EPISCOPAL DAY SCHOOL DEVELOPMENT COMMITTEE POSITION: board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 09/10/2025 ADDRESS: 517 Columbus Avenue, Waco TX 76701, United States DESCRIPTION: board duties

Exams

• S66 Uniform Combined State Law Examination
  2013-10-14

Designations

Other Names

• Liza Lauren Christian
• Liza L Christian
• Liza Christian Firmin
• Liza Christian Firmin