Rodney Gray Segraves

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1999 → Present
  Rodney Segraves, Cpa
  Raleigh, NC
• 04/2016 → 09/2019
  Kestra Financial Services, Inc.
  Austin, TX
• 10/2019 → Present
  Triad Hybrid Solutions
  Norcross, GA

Previous Registrations

• 2016-04-19 → 2019-09-30
  Kestra Advisory Services, Llc
  Greensboro, NC
• 2007-04-25 → 2016-09-22
  Kestra Investment Services, Llc
  Austin, TX
  Raleigh, NC
  Greensboro, NC

Other Businesses

1)Green Valley Financial;investment related;701 Green Valley Road,Suite 302,Greensboro,NC 27408;financial & investment advisory services;solicitor;10/2019;0 hrs/month;0 hrs during trading;refer clients to Green Valley Financial for financial and investment assistance 2)Rodney Segraves,CPA;312 West Millbrook Road,Suite 101,Raleigh,NC 27609;public accounting;owner/sole proprietor;9/1999;200 hrs/month;6.5 hrs during trading;tax preparation,accounting,supervision,admin

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-23
• S63 Uniform Securities Agent State Law Examination
  2003-07-21

Other Names

• Rodney G Segraves