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Current Employers
Kestra Private Wealth Services, Llc

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-26
TX RA APPROVED_RES 2025-06-02
  • CA RA
    APPROVED
    Since 2026-01-26
  • TX RA
    APPROVED_RES
    Since 2025-06-02

Branch Locations

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

2829 Townsgate Rd Suite 350, Westlake Village, CA 91361 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Bank And Trust Company Los Angeles CA 01/2016 07/2021
Capital Group Private Client Services, Inc. Los Angeles CA 07/2021 06/2025
Kestra Private Wealth Services, Llc Westlake Village CA 06/2025 Present
Previous Registrations
Other Businesses

NAME: Artium Technology and Innovation Labs POSITION: Founder and CEO NATURE: Software Development INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/08/2025 ADDRESS: 2945 Townsgate Road Address 2: Suite 200 Westlake Village, California 91361-2075 DESCRIPTION: Hiring a team of developers to build out financial software programs and at a high-level describing where the need is and how conceptually we would like to fill this need.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-05
  • S66 Uniform Combined State Law Examination
    2007-01-05
Other Names
  • Grant Withers

View on SEC IAPD

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