William E Goff

Current Employers

Employment History

• 02/2006 → Present
  Goff Financial Services
  Grenada, MS
• 05/2016 → 06/2024
  Usa Financial Securities
  Ada, MI
• 06/2024 → Present
  Kestra Investment Services, Llc
  Grenada, MS
• 06/2024 → Present
  Kestra Advisory Services, Llc
  Grenada, MS

Previous Registrations

• 2016-05-02 → 2024-06-03
  Usa Financial Securities Llc
  Grenada, MS
  Grenada, MS
  Ada, MI
• 2012-09-19 → 2016-05-10
  First Allied Advisory Services, Inc.
  San Diego, CA
  Grenada, MS

Other Businesses

Name: TW PROPERTIES 1 LLC POSI: Owner / Member NOB: Real Estate INVESTMENT REL: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2021 ADDRESS: 132 Windmere Drive, Grenada MS 38901 DESC: maintain property, collecting rent, paying liabilities. Name: TW PROPERTIES 2 LLC POSI: Owner / Member NOB: Real Estate INVESTMENT REL: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/20/2021 ADDRESS: 132 Windmere Drive, Grenada MS 38901 DESC: maintain property, collecting rent, paying liabilities , managing rental tenants. Name: GOFF FINANCIAL SERVICES, INC. POSI: President / Insurance Agent NOB: Insurance INVESTMENT REL: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/01/2015 ADDRESS: 1321 Sunset Drive, Suite G, Grenada MS 38901 DESC: President/Owner, make operations decisions for the company. As Agent, enrolling and servicing agent for client policies. Name: KESTRA ADVISORY SERVICES POSI: Advisor NOB: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT REL: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 110 START DATE: 06/03/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESC: Research of strategies, selection of managers. Name: MALACHI WEALTH STRATEGIES POSI: Financial Advisor NOB: Registered rep activities through Kestra Investment Services INVESTMENT REL: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 110 START DATE: 05/04/2016 ADDRESS: 1321 Sunset Drive, Suite G, Grenada MS 38901 DESC: registered rep and f a, financial planning, investment management, risk management, cash management advice while working with client's existing tax and legal professionals in regards to tax planning and legacy planning. Name: MISSION CHURCH GRENADA POSI: Pastor/Presiding Elder NOB: Board POSI (Board of Directors, Board of Trustees, etc.) INVESTMENT REL: No # OF HOURS: 40 SECURITIES TRADING HOURS: 4 START DATE: 05/22/2023 ADDRESS: 1321 Sunset Drive, Suite G, Grenada MS 38901 DESC: pastor, preaching, teaching and training to the congregation. Presiding Advisor of the Advisor Board, management of personnel as needed, the disbursement of funds to various projects / missions, and administrative expenses. Name: CHRISTMAS IN APRIL GRENADA POSITION: Board Member NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: PO Box 622, Grenada MS 38902, United States DESCRIPTION: coordinate annual workday, reviewing applications for assistance. application approval as a board. Name: GRENADA PINK SOX POSITION: Coach NATURE: Youth sports team INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 132 Windmere Drive, Grenada MS 38901, United States DESCRIPTION: As coach my primary duties involve practice planning, coordinating team practices, and coordinating team tournaments and games. Name: GRENADA BRAVES POSITION: Coach NATURE: Youth sports team INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 132 Windmere Drive, Grenada MS 38901, United States DESCRIPTION: As coach my primary duties involve practice planning, coordinating team practices, and coordinating team tournaments and games. Name: THE SPORTS GARAGE LLC POSITION: Owner NATURE: Batting Cage and Sports Training Facility INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/13/2025 ADDRESS: 2 S Main Street, Grenada MS 38901, United States DESCRIPTION: owner, I will ensure projects are completed during buildout and vendors for equipment installation and for membership management software.

Exams

• S66 Uniform Combined State Law Examination
  2011-07-13

Other Names

• William E. Goff
• Will Goff