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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 | 2026-01-06 |
Branch Locations
4001 Penbrook St Suite 3700, Odessa, TX 79762 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Odessa | TX | 10/2012 | 02/2017 |
| Patmans German Shorthair Pointers | Odessa | TX | 02/2013 | Present |
| Edward Jones | St.LOuis | MO | 02/2017 | 12/2025 |
| Kestra Investment Services, Llc | Odessa | TX | 01/2026 | Present |
| Kestra Advisory Services, Llc | Odessa | TX | 01/2026 | Present |
Name: PATMAN FAMILY TRUST REAL ESTATE POSITION: co owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2013 ADDRESS: 1005 w 15th St, Odessa TX 79763, United States DESCRIPTION: general day to day management of the properties Name: PATMAN RESELL POSITION: owner NATURE: resell of clothing and personal goods INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/16/2024 ADDRESS: 1005 w 15th St, Odessa TX 79763, United States DESCRIPTION: purchasing and selling of used goods Name: PATMAN WEALTH ADVISORS LLC POSITION: president, founder, owner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 01/06/2026 ADDRESS: 4001 Penbrook St, Suite 3700, Odessa TX 79762, United States DESCRIPTION: All day to day management of the business, including providing investment related advice and portfolio management to clients of the firm Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/06/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-28 |
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