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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-05-03
  • GA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2015 → 05/2022
    Concourse Financial Group Securities (Fka Proequities, Inc.)
    Milledgeville, GA
  • 05/2022 → Present
    Kestra Investment Services, Llc
    Milledgeville, GA
  • 05/2022 → Present
    Milledgeville, GA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-24
  • S66 Uniform Combined State Law Examination
    2011-10-24

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