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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-30 |
| SC | RA | APPROVED | 2022-05-04 |
Branch Locations
116 N Markley Street Ste 200, Greenville, SC 29601 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Greenville | SC | 12/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenville | SC | 11/2016 | 04/2021 |
| Kestra Investment Services, Llc | Greenville | SC | 05/2022 | Present |
| Kestra Private Wealth Services, Llc | Greenville | SC | 05/2022 | Present |
| Unemployed | Greenville | SC | 04/2021 | 05/2022 |
PROVISTA WEALTH MANAGEMENT POSITION: Registered Representative - Client Associate NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 05/04/2022 ADDRESS: 40 West Broad Street, Suite 510, Greenville SC 29605, United States DESCRIPTION: Support staff - trading, client interactions, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-28 |
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