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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-07 |
| SC | RA | APPROVED | 2022-05-05 |
Branch Locations
Greenville, SC • United States
40 W Broad Street Ste 510, Greenville, SC 29601 • 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 | Greenville | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenville | SC | 11/2016 | 05/2022 |
| Kestra Investment Services, Llc | Greenville | SC | 05/2022 | Present |
| Kestra Advisory Services, Llc | Greenville | SC | 05/2022 | Present |
RENTAL PROPERTY, INVESTMENT RELATED, PINEVILLE, NC, 100% OWNERSHIP, START 6/1/2002, 0 HRS PER MONTH, LANDLORD. CT LUXURY PROPERTIES LLC, INV RELATED, GREENVILLE, SC, 100% OWNERSHIP, START 1/3/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY. Name: PROVISTA WEALTH ADVISORS POSITION: Director of Investment Strategy NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/04/2022 ADDRESS: 40 W Broad st, suite 510, greenville SC 29607, United States DESCRIPTION: Portfolio and relationship manager. Meeting with clients. Name: CARIBOU POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 04/03/2023 ADDRESS: 40 w broad st, suite 510, greenville SC 29601, United States DESCRIPTION: I will get the client set up with Caribou Wealth where the client will complete a questionnaire and then we will receive a health insurance analysis and comparison between different options and providers so the client will be better informed with their options. I will not be selling the insurance, the client will then have to go find an agent who can establish that health insurance plan for them.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-12 |
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