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Samuel Wells Covert

Kestra Private Wealth Services, LLC

Austin, TX

Westlake Village, CA

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Current Employers
Kestra Private Wealth Services, Llc

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-06
  • CA RA
    APPROVED
    Since 2025-06-06

Branch Locations

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

2829 Townsgate Rd Suite 350, Westlake Village, CA 91361 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Noctua International Wmg, Llc Miami FL 07/2012 02/2024
Alti Wealth Management (Us International), Inc. Miami FL 02/2024 05/2025
Kestra Private Wealth Services, Llc Westlake Village CA 06/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-23
  • S65 Uniform Investment Adviser Law Examination
    2006-05-23
Other Names
  • Samuel Wells Covert Iii
  • Samuel Wells Covert

View on SEC IAPD

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