John Damon Wilhoit

Current Employers

Employment History

• 03/2003 → Present
  Wolf Pen Lawn Care
  Prospect, KY
• 04/2008 → Present
  Kestra Investment Services, Llc.
  Louisville, KY
• 04/2016 → Present
  Kestra Advisory Services, Llc.
  Louisville, KY

Previous Registrations

• 2007-05-29 → 2008-04-25
  Lpl Financial Llc
  Louisville, KY

Other Businesses

Business Name: Tom Sawyer Swim Team Investment Related: No Address: 7206 Wesboro Road Louisville KY 40222 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Other,Serving as President for the Board. Do not have authorization for money or checking accounts etc... Start Date: 1/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Run meetings, coordinate with coaches, try to keep families and swimmers happy Business Name: Wolf Pen Lawn Care Investment Related: No Address: P.O. Box 1051 Prospect KY 40059 Nature of Business: Other Other/None of the Above Lawn care Position, Title or Relationship: Owner Start Date: 3/1/2003 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Owner operator Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/04/2016 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Investment advisory services Business Name: HELM, CREZNIC & WILHOIT, INC. POSITION: IAR, RR, Financial Advisor / Consultant NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 119 START DATE: 01/01/2026 ADDRESS: 6511 Glenridge Park Place, Unit 9, Louisville KY 40242, United States DESCRIPTION: Help clients prepare for retirement and guide them through retirement. Provide insurance solutions to minimize risks. Monitor and advise on retirement planning. Business Name: WOLF PEN OFFICE SUITES, LLC POSITION: I am the owner and sole member of Wolf Pen Office Suites, LLC NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 06/18/2025 ADDRESS: 6511 Glenridge Park Place, STE 9, Louisville KY 40222, United States DESCRIPTION: I keep the units up to date and rented.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-25
• S63 Uniform Securities Agent State Law Examination
  2007-02-21

Other Names

• John Damon Wilhoit