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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-24 |
| TX | RA | APPROVED | 2025-09-24 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
107 East Home Avenue, Hartsville, SC 29550 • United States
11270 Ocean Highway, Suite B, Pawleys Island, SC 29585 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Hartsville | SC | 06/2013 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Georgetown | SC | 07/2013 | 07/2021 |
| Michael Milbee | Hartsville | SC | 01/2016 | 07/2021 |
| Lpl Financial Llc | Pawleys Island | SC | 07/2021 | 09/2025 |
| Kestra Investment Services Llc | Hartsville | SC | 09/2025 | Present |
| Kestra Advisory Services Llc | Hartsville | SC | 09/2025 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/08/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: DEFINE WEALTH FINANCIAL GROUP POSITION: Senior Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 09/08/2025 ADDRESS: 146 Cargill Way, Suite A, Hartsville SC 29550, United States DESCRIPTION: I help solicit business, setup the accounts, and assist with the ongoing management and service of the accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-03 |
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