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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-05-07 |
Branch Locations
328 East Market St. Suite 110, Greensboro, NC 27401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rather & Kittrell, Inc. | Knoxville | TN | 11/2015 | 04/2018 |
| Securities Service Network | Knoxville | TN | 05/2016 | 04/2018 |
| Kestra Investment Services, Llc | Greensboro | NC | 04/2018 | Present |
| Kestra Advisory Services, Llc | Greensboro | NC | 04/2018 | Present |
Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 321 E. Market St, Suite 110 Greensboro NC 27401 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Registered Sales Assistant Start Date: 5/7/2018 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Provide meeting preparation and support for retirement plan clients including plan committee meetings, employee education meetings, and enrollment meetings Name: Gate City Advisors, LLC Investment Related: Yes Address: 321 E. Market St, Suite 110 Greensboro NC 27401 Nature of Business: Registered Field Assistant; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Registered sales assistant Start Date: 5/7/2018 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Execute meeting preparation and provide support to the Retirement Plan Group within the organization. NAME: GATE CITY ADVISORS, LLC POSITION: Director of Financial Planning NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 05/07/2018 ADDRESS: 321 E. Market St, Suite 110, Greensboro NC 27401, United States DESCRIPTION: Execute meeting preparation, meet with clients, provide recommendations, and follow-up.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-23 |
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