Todd Forrest Summers

Current Employers

Employment History

• 09/2011 → 03/2025
  Edward Jones
  St Louis, MO
• 03/2025 → Present
  Kestra Investment Services, Llc
  Austin, TX
• 03/2025 → Present
  Kestra Advisory Services, Llc
  Austin, TX

Previous Registrations

• 2012-01-03 → 2025-03-17
  Edward Jones
  St Louis, MO
  Devine, TX

Other Businesses

Bus Name: THE DOOR GUYS, LLC POSITION: member NATURE: Construction company INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2011 ADDRESS: 409 Lee Drive, Devine TX 78016, United States DESCRIPTION: none Bus Name: MEDINA COUNTY EMERGENCY SERVICES DISTRICT #2 POSITION: President NATURE: Board position INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2013 ADDRESS: PO Box 701, Devine TX 78016, United States DESCRIPTION: Run all stated meeting and assign duties to the other board members. Bus Name: MISSION DEVINE POSITION: President NATURE: Board position INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: PO Box 42, Devine TX 78016, United States DESCRIPTION: Run the board meeting, organize and run the annual fund raiser and handle any public relations. Bus Name: DEVINE MASONIC LODGE #590 POSITION: Chaplain NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2020 ADDRESS: 612 W Moore Ave., Devine TX 78016, United States DESCRIPTION: Give the opening prayers and a dinner prayer at all meetings. Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/14/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: SEASONS WEALTH, LLC POSITION: Financial advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 03/14/2025 ADDRESS: 11503 NW Military Hwy, Suite 301, San Antonio TX 78231, United States DESCRIPTION: Solicit new clients for financial services to include portfolio management and financial planning. Bus Name: DEVINE EDUCATION FOUNDATION POSITION: Board Member NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2022 ADDRESS: 605 W Hondo Ave., Devine TX 78016, United States DESCRIPTION: member of the Finance & Governance Committee I work and organize the different fundraising events. The executive committee will seek my advice on investing any of the funds raised. At this time, we have not invested any of the funds raised.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-04

Other Names

• Todd Forrest Summers