Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-27 |
| UT | RA | APPROVED | 2022-07-01 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
South Jordan, UT • United States
8791 S. Redwood Rd Suite 100, West Jordan, UT 84088 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2003 | 05/2022 |
| Kestra Investment Services Llc | South Jordan | UT | 06/2022 | Present |
| Kestra Private Wealth Services Llc | South Jordan | UT | 06/2022 | Present |
Business Name: KATELLA WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 90 START DATE: 06/20/2022 ADDRESS: 8791 S Redwood Road, Suite 150, West Jordan UT 84088 DESCRIPTION: Providing goals based advice based on risk tolerance. Build portfolios for clients, help clients manage investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-17 |
Reach out to this advisor