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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 |
Branch Locations
800 Mount Vernon Suite 350, Atlanta, GA 30328 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fountainhead Capital Management, Llc | Edison | NJ | 11/2013 | 02/2018 |
| Chelsea Financial Services | Staten Island | NY | 03/2017 | 02/2018 |
| Pnc Investments | Camp Hill | PA | 05/2018 | 07/2019 |
| Ameriprise Financial Services, Llc | Atlanta | GA | 08/2019 | 03/2023 |
| Kestra Investment Services, Llc | Atlanta | GA | 03/2023 | Present |
| Kestra Advisory Services, Llc | Atlanta | GA | 03/2023 | Present |
Business Name: ELEMENT WEALTH ADVISORS POSITION: Client Service Specialist NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 03/28/2023 ADDRESS: 800 Mount Vernon Highway NE, Suite 350, Atlanat GA 30328, United States DESCRIPTION: trades, money movement, technology, support advisors Business Name: KESTRA ADVISORY SERVICES LLC POSITION: Client Service Specialist NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/28/2023 ADDRESS: 5707 SW Parkway, Bldg. 2 Ste.400, Austin TX 78735, United States DESCRIPTION: Registered assistant responsible for supporting financial planning, asset management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-10 |
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