Kelly Suzanne Majdan

Current Employers

Employment History

• 08/2016 → 09/2018
  Kestra Financial, Inc.
  Austin, TX
• 08/2016 → 09/2018
  Strategic Retirement Partners
  Shorewood, IL
• 09/2018 → 06/2019
  Cabana Asset Management
  Austin, TX
• 06/2019 → 12/2022
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 01/2020 → Present
  Power Through Wellness
  Melissa, TX
• 10/2024 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2019-06-10 → 2022-12-31
  World Investment Advisors, Llc
  Mckinney, TX
  Lincroft, NJ
  Melissa, TX
• 2018-09-20 → 2019-06-14
  Cabana Asset Management
  Fayetteville, AR
  Plano, TX
• 2016-08-02 → 2018-09-11
  Kestra Advisory Services, Llc
  Gravette, AR
  Austin, TX
• 2009-03-12 → 2016-08-02
  Arvest Wealth Management
  Bentonville, AR
  Lowell, AR
  Gravette, AR
• 2008-01-01 → 2008-10-20
  Wells Fargo Clearing Services, Llc
  San Diego, CA
  Rogers, AR
  San Diego, CA
• 2007-01-05 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  San Diego, CA
  St. Louis, MO
  San Diego, CA

Other Businesses

(1) Razem Ventures, LLC dba Power Through Wellness; 2301 Jefferson Ave., Melissa, TX 75454; Not Investment Related; Owner; January 1, 2020; 10-15 hours per month devoted; 0 hours devoted during securities trading hours

Exams

• S66 Uniform Combined State Law Examination
  2009-02-02
• S63 Uniform Securities Agent State Law Examination
  1999-04-29

Other Names

• Kelly S Turner
• Kelly S Majdan