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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-12-20 |
| TX | RA | APPROVED_RES | 2024-12-17 |
Branch Locations
6410 Poplar Avenue Suite 320, Memphis, TN 38119 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Memphis | TN | 01/2012 | 11/2024 |
| Kestra Private Wealth Services, Llc | Memphis | TN | 12/2024 | Present |
| Kestra Investment Services, Llc | Memphis | TN | 12/2024 | Present |
Business Name: BRIGHT RIVER PRIVATE WEALTH POSITION: Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/17/2024 ADDRESS: 6410 Poplar Ave, Suite 140, Memphis TN 38120, United States DESCRIPTION: advising clients on wealth management needs Business Name: JK INTERNATIONAL INC - MEMBER OF THE BOARD OF DIRECTORS POSITION: Director NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 1255 Lynnfield Rd, Suite 216, Memphis TN 38119, United States DESCRIPTION: I am on the board of directors to help with strategic decisions for this small freight forwarding logistics business. Business Name: NAKOMIS PROPERTIES LLC POSITION: Consultant NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 2470 Birnam Wood Dr, Germantown TN 38138, United States DESCRIPTION: Giving advice to the owner (my wife) and helping out when needed. For example meeting with a contractor to do repairs on a property when my wife is not available. Business Name: SDG BRPW LLC POSITION: Owner NATURE: LLC taxed as S-Corp for tax purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 2470 Birnam Wood Dr, Germantown TN 38138, United States DESCRIPTION: tax structure/purpose
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-01 |
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