Malcolm David Walker

Current Employers

Employment History

• 08/2016 → 09/2025
  Commonwealth Financial Network
  Waltham, MA
• 09/2025 → Present
  Kestra Advisory Services, Llc
  Largo, FL
• 09/2025 → Present
  Kestra Investment Services, Llc
  Largo, FL

Previous Registrations

• 2016-08-26 → 2025-09-04
  Commonwealth Financial Network
  Kenneth City, FL
  Waltham, MA
  Beaver, PA
  Largo, FL
• 2016-06-21 → 2016-08-31
  Msi Financial Services, Inc.
  Beaver, PA
  Kenneth City, FL
  Beaver, PA
• 2007-09-18 → 2016-06-16
  Msi Financial Services, Inc.
  Monaca, PA
  Beaver, PA
  Beaver Falls, PA

Other Businesses

EXCELLA WEALTH CONSULTING, LLC POSITION: Co-owner, 85% NATURE: Tax/Accounting/CPA INVESTMENT RELATED: Yes # OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 09/04/2025 ADDRESS: 10706 115th Avenue, Largo FL 33778, United States DESCRIPTION: File Federal and State Tax Returns. EXCELLA WEALTH PROPERTIES, INC. RE 2ND BUILDING POSITION: President and Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/09/2019 ADDRESS: 11444 Seminole Boulevard, Largo FL 33778, United States DESCRIPTION: Collect the rents. building is maintained. EXCELLA WEALTH PROPERTIES, INC. RE BRANCH OFFICE POSITION: President and Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 09/09/2019 ADDRESS: 10706 115th Avenue, Largo FL 33778, United States DESCRIPTION: building repairs and maintenance. MALCOLM D. WALKER JR. P&C INSURANCE POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/12/2016 ADDRESS: 10706 115th Avenue, Largo FL 33778, United States DESCRIPTION: Sell P&C insurance. MALCOLM D. WALKER JR. TAX PREP POSITION: Owner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/12/2016 ADDRESS: 7268 Bryce Point N, Pinellas Park FL 33782, United States DESCRIPTION: Tax consultation and preparation. MALCOLM D. WALKER JR. RE MONACA, PA PROPERTY POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/13/2016 ADDRESS: 358 12th Street, Monaca PA 15061, United States DESCRIPTION: Collect rents when due. Pay expenses of the property. Maintain the property. MALCOLM D. WALKER JR. RE KENNETH CITY, FL PROPERTY POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2020 ADDRESS: 6400 46th Avenue N, Unit 1, Kenneth City FL 33709, United States DESCRIPTION: Collect rents. Pay expenses. Maintain the property. MALCOLM D. WALKER JR. RE BEAVER, PA PROPERTY POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/13/2016 ADDRESS: 22 Hemlock Street, Beaver PA 15061, United States DESCRIPTION: Collect rents. Pay expenses. Maintain the property. MALCOLM D. WALKER JR. POSITION: Ower NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/13/2016 ADDRESS: 358 12th Street, Monaca PA 15061, United States DESCRIPTION: Collect rents. Pay expenses. Maintain the property. KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/04/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR BAYOU CLUB HOA BOARD POSITION: Board Member and Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 03/02/2021 ADDRESS: 7979 Bayou Club Boulevard, Largo FL 33777, United States DESCRIPTION: Board Member of the HOA . WILLOW LAKES MASTER HOA BOARD POSITION: Board Member and Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 12/03/2022 ADDRESS: 6400 46th Avenue N, Kenneth City FL 33709, United States DESCRIPTION: Board Member WILLOW LAKES TOWNHOMES HOA BOARD POSITION: Board Member and Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 10/12/2023 ADDRESS: 6400 46th Avenue N, Kenneth City FL 33709, United States DESCRIPTION: Board Member.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-04-02

Designations

Other Names

• Malcolm David Walker
• Dave Walker