Gerald Russell Wolsfelt

Current Employers

Employment History

• 03/2009 → Present
  Clark Associates
  Birmingham, AL
• 11/2009 → Present
  Kestra Investment Services, Llc
  Birmingham, AL
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Birmingham, AL

Previous Registrations

• 2003-11-18 → 2006-12-31
  Synovus Investment Advisors, Inc.
  Birmingham, AL
  Columbus, GA

Other Businesses

Business Name: Canterbury UMC Counseling Committee Investment Related: No Address: 350 Overbrook Road Mountain Brook AL 35213 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Member Start Date: 1/1/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Oversight of direction and activities within this section of our churchBusiness Name: Campbell Wealth Management, LLC Life Insurance Investment Related: Yes Address: 3535 Grandview Parkway, Suite 300 Birmingham AL 35243 Nature of Business: Insurance Position, Title or Relationship: Other,Sell Life Insurance through Partners Financial and its affiliates Start Date: 12/1/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Providing quotes, taking applications, and finalizing the sale of the life insurance to prospects/clientsBusiness Name: Campbell Wealth Management, LLC Investment Related: Yes Address: 3535 Grandview Parkway, Suite 300 Birmngham AL 35243 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: Investment Advisor Start Date: 12/1/2010 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Providing clients with investment solutions to meet their needs and goalsBusiness 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 servicesBusiness Name: Veraison Equity Partners, LLC Investment Related: Yes Address: 3535 Grandview Parkway, Suite 300 Birmingham AL 35243 Nature of Business: Insurance; Real Estate; Other Other/None of the Above None of the above listed Position, Title or Relationship: Co-Managing Member, Prinicpal Start Date: 11/20/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Maintain Checking Account and filing taxes

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-01-13
• S65 Uniform Investment Adviser Law Examination
  2009-12-10

Other Names

• Russell Wolsfelt