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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-05-03 |
Branch Locations
2727 N. Columbia St., Milledgeville, GA 31061 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities (Fka Proequities, Inc.) | Milledgeville | GA | 08/2015 | 05/2022 |
| Kestra Investment Services, Llc | Milledgeville | GA | 05/2022 | Present |
| Kestra Advisory Services, Llc | Milledgeville | GA | 05/2022 | Present |
Name: COLIN R. MCCULLEY; INVESTMENT RELATED; 2727 N. COLUMBIA STREET, MILLEDGEVILLE, GA 31061; INSURANCE SALES; FINANCIAL ADVISOR; START DATE 01/2012; 25 HRS; 10 HRS; DETERMINE CLIENT NEEDS AND OBJECTIVES THEN RECOMMEND APPROPRIATE PRODUCT(S) TO ACCOMPLISH THEIR STATED NEEDS AND OBJECTIVES.// Name: PROTECTIVE FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/30/2015 ADDRESS: 2727 N. Columbia St., Milledgeville GA 31061, United States DESCRIPTION: Assist clients in development and execution of personal financial plans. Determine client needs and objectives and recommend appropriate products to accomplish their stated needs and objectives Name: NRA PISTOL & RIFLE INSTRUCTOR POSITION: instructor NATURE: teaching instructor INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 23780 US Highway 441 S, Milledgeville GA 31061, United States DESCRIPTION: I teach pistol and rifle safety skills as well as proper shooting and maintenance techniques to students throughout middle Georgia. Name: SINCLAIR BAPTIST CHURCH POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2003 ADDRESS: 102 Airport Rd., Milledgeville GA 31061, United States DESCRIPTION: I help oversee the daily operations of the church. We meet twice a month in-person or by phone to review the operations of the church and its programs. Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/02/2022 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: determine client needs and objectives and recommend appropriate products to accomplish their stated needs and objectives Name: RED CEDAR PLANTATION POSITION: Tree farmer NATURE: Family Tree Farm INVESTMENT RELATED: No # OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 05/03/2003 ADDRESS: 23780 US Hwy 441 South, Milledgeville GA 31061, United States DESCRIPTION: Manage and operate the family tree farm, which is also where we live. This work is done on evenings, weekends, and days off from work.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-24 |
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