Deborah Julie Trouw

Current Employers

Employment History

• 01/2007 → 03/2021
  Waddell & Reed, Inc.
  Santa Fe, NM
• 04/2007 → 03/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Sante Fe, NM
• 08/2019 → Present
  Elevation Wealth Partners
  Santa Fe, NM
• 03/2021 → Present
  Kestra Investment Services, Llc
  Santa Fe, NM
• 03/2021 → Present
  Kestra Advisory Service, Llc
  Santa Fe, NM

Previous Registrations

• 2007-03-13 → 2021-03-18
  Waddell & Reed
  Albuquerque, NM
  Santa Fe, NM
  Las Vegas, NV
  Santa Fe, NM

Other Businesses

Business Name: KESTRA ADVISORY SERVICES LLC POSITION: Contractor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 03/11/2021 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Provide services to clients as agreed Business Name: Millbrook House LLC Investment Related: Yes Address: 1307 Bartlet Court Santa Fe NM 87501 Nature of Business: Real Estate Position: Owner, general agent Start Date: 4/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Maintenance of the building Business Name: Ash Brokerage Investment Related: No Address: 888 S. Harrison St., Ste 900 Fort Wayne IN 46802 Nature of Business: Insurance Position: I am will be contracting with various insurance companies through Ash Brokerage to provide insurance coverage to my clients Start Date: 6/16/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: To be appropriately licensed to offer products, provide accurate information on client applications Business Name: THE FOOD DEPOT POSITION: Board director NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/17/2022 ADDRESS: 1222 Siler Road, Santa Fe NM 87505 DESCRIPTION: Monthly board meeting, monthly committee meeting, events several times per year Business Name: ELEVATION WEALTH PARTNERS POSITION: Founder and CEO, Senior Wealth Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 08/01/2023 ADDRESS: 1440 S Saint Francis Drive, Santa Fe NM 87505 DESCRIPTION: Conduct usual activities of the advisory business

Exams

• S66 Uniform Combined State Law Examination
  2007-03-09

Designations

Other Names

• Deborah Julie Hodge
• Deborah Trouw