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Current Employers
Kestra Private Wealth Services, Llc

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-04-18
OH RA APPROVED 2024-04-17
  • TX RA
    APPROVED_RES
    Since 2024-04-18
  • OH RA
    APPROVED
    Since 2024-04-17

Branch Locations

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

103 Reservoir Road, Upper Sandusky, OH 43351 • 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
Edward Jones St Louis MO 08/2016 04/2024
Kestra Investment Services, Llc Upper Sandusky OH 04/2024 Present
Kestra Private Wealth Services, Llc Upper Sandusky OH 04/2024 Present
Previous Registrations
  • 2017-02-27 → 2024-04-19
    Lima, OH
    Upper Sandusky, OH
    St Louis, MO
    Upper Sandusky, OH
    Lima, OH
    Marion, OH
Other Businesses

Name: ARC PRIVATE WEALTH POS: Wealth Manager NOB: Insurance INV REL: Yes NUMBER OF HOURS: 385 SECURITIES TRADING HOURS: 130 START DATE: 04/17/2024 ADDRESS: 1878 E Wyandot Ave Suite C, Upper Sandusky OH 43351 DESC: Financial Advisor Name: MARION FOUNDATION BOARD POS: Treasurer NOB: Board position (Board of Directors, Board of Trustees, etc.) INV REL: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/14/2024 ADDRESS: 1467 Mt. Vernon Avenue, Marion OH 43302 DESC: I would be receiving information at the meetings that I would then read to the other members. No money will be handled by myself. Name: MARION TECHNICAL COLLEGE FOUNDATION BOARD POSITION: Vice President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 103 Reservoir Road, Upper Sandusky OH 43351, United States DESCRIPTION: Sit at meetings and introduce members, announce the agenda. Name: INSPIRED PRIVATE WEALTHPOSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 05/04/2026 ADDRESS: 103 Reservoir road, Upper Sandusky OH 43351, United States DESCRIPTION: Financial Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-24
  • S66 Uniform Combined State Law Examination
    2017-02-24
Other Names
  • Amy Marie Fredritz
  • Amy Marie Williams
  • Amy Marie Boden
  • Amy M Fredritz

View on SEC IAPD

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