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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-08 |
Branch Locations
3983 Northpointe Drive Suite 2, Zanesville, OH 43701 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Zanesville | OH | 09/2006 | 05/2024 |
| Bank Of America, N.A. | Zanesville | OH | 05/2011 | 05/2024 |
| Kestra Investment Services | Zanesville | OH | 05/2024 | Present |
| Kestra Private Wealth Services | Zanesville | OH | 05/2024 | Present |
Business Name: ATTAIN WEALTH PARTNERS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/08/2024 ADDRESS: 3983-2 Northpointe Dr, Zanesville OH 43701, United States DESCRIPTION: Holistic financial planning Business Name: W.K.T.B. LLC POSITION: owner/member NATURE: tax purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 3 START DATE: 05/09/2024 ADDRESS: 3983 Northpointe Dr, Suite 2, Zanesville OH 43701, United States DESCRIPTION: wealth advisor for attain wealth partners
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-30 |
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