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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-05 |
| GA | RA | APPROVED | 2023-03-30 |
Branch Locations
800 Mount Vernon Highway Ne Suite 350, Atlanta, GA 30328 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Atlanta | GA | 09/2005 | 03/2023 |
| Kestra Financial Services, Llc | Atlanta | GA | 03/2023 | Present |
| Kestra Advisory Services, Llc | Atlanta | GA | 03/2023 | Present |
Real Estate Ownership; Single Family; Charlotte, NC 28203; Not Investment Related; February 2022. Business Ownership; Mitman Reese and Associates DBA Element Wealth Advisors; Owner; Planning Practice of Ameriprise; 30328; Investment Related; December 2011; 60+ hours per month; 60+ during trading hours/ TMJR Holdings; Co-Owner; A holding company for Real Estate and Private Equity Investments; Investment Related; January 2016; 10 to 19 hours per month; 1-9 during trading hours/ Yellow Brick Road Investments, LLC; Member; Real Estate and Investments; Atlanta, GA 30328; Investment Related; January 2018; 10 to 19 hours per month; 1-9 during trading hours. Outside Employment; Mitman Reese and Associates DBA Element Wealth Advisor; Owner; Atlanta, GA 30328; Investment Related; December 2011; 60+ hours per month; 1-9 during trading hours. Business Name: MITMAN REESE AND ASSOCIATES POSITION: Member NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2006 ADDRESS: 800 Mount Vernon Highway NE, Suite 350, Atlanta GA 30328, United States DESCRIPTION: Lead the practice in managing relationships with clients in Financial Planning and Investment services. Business Name: TMJR HOLDINGS POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 800 Mount Vernon Highway, Suite 350, Atlanta GA 30328, United States DESCRIPTION: Member of the holding company for Real Estate and Private Equity Investments. Business Name: YELLOW BRICK ROAD INVESTMENTS, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/25/2018 ADDRESS: 800 Mount Vernon Highway NE, Suite 350, Atlanta GA 30328, United States DESCRIPTION: Manage any purchases or sells of real estate or other investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-15 |
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