Mark Heath Woodward

Current Employers

Employment History

• 08/2004 → Present
  Ids Life Insurance Company
  Franklin, TN
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Tampa, FL
• 03/2013 → Present
  Kestra Investment Services, Llc
  Tampa, FL

Previous Registrations

• 2004-10-20 → 2013-03-22
  Ameriprise Financial Services, Llc
  Vienna, VA
  Vienna, VA
  Franklin, TN
  Vienna, VA
  Franklin, TN

Other Businesses

Bus Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Bus Name: KANA Private Wealth Group, LLC Investment Related: Yes Address: 5655 Independence Circle Alexandria VA 22312 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Founder & CEO Start Date: 2/21/2019 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Financial Advisor and General Partner. Bus Name: TAMPA PALMS COUNTRY CLUB POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/07/2023 ADDRESS: 5811 Tampa Palms Blvd., Tampa FL 33647 DESCRIPTION: Attend board meetings and work with other board members to solicit feedback from club members on how best the club can service their social and athletic needs as club members. Bus Name: KOTERRA POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 04/17/2025 ADDRESS: 8875 Hidden River Parkway, Suite 300, Tampa FL 33637, United States DESCRIPTION: As a board member, I will be expected to help direct the activities of the charity, ensure the funds raised are put to best use for the benefit of our Veteran community and to help raise funds to support the charity and it's function of helping our Veteran warrior community.

Exams

• S66 Uniform Combined State Law Examination
  2004-10-16
• S63 Uniform Securities Agent State Law Examination
  2000-01-07