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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-24 |
| TX | RA | APPROVED | 2025-09-24 |
Branch Locations
107 East Home Avenue, Hartsville, SC 29550 • 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 |
|---|---|---|---|---|
| Michael M. Milbee | Hartsville | SC | 01/2016 | 09/2018 |
| Waddell & Reed Inc | Hartsville | SC | 09/2018 | 07/2021 |
| Michael M. Milbee | Hartsville | SC | 09/2018 | 07/2021 |
| Lpl Financial Llc | Hartsville | SC | 07/2021 | 09/2025 |
| Kestra Investment Services Llc | Hartsville | SC | 09/2025 | Present |
| Kestra Advisory Services Llc | Hartsville | SC | 09/2025 | Present |
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: 09/24/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: DEFINE WEALTH FINANCIAL GROUP POSITION: Financial Operations Manager NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/19/2021 ADDRESS: 146 Cargill Way, Suite A, Hartsville SC 29550, United States DESCRIPTION: We just use Define Wealth Financial Group as a DBA but will clear all business through Kestra. I am a licensed assistant to the main advisor Michael Milbee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-12 |
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