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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-10-28 |
| TX | RA | APPROVED_RES | 2024-10-28 |
Branch Locations
9041 Executive Park Drive Suite 115, Knoxville, TN 37923 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2015 | 05/2018 |
| Northwestern Mutual Investment Services | Knoxville | TN | 12/2017 | 05/2018 |
| Drew Griggs Insurance Agency | Knoxville | TN | 05/2018 | 03/2019 |
| State Farm Vp Management Corp | Knoxville | TN | 02/2019 | 03/2019 |
| Valic Financial Advisors, Inc. | Brentwood | TN | 04/2019 | 10/2024 |
| Agia | Houston | TX | 12/2022 | 10/2024 |
| Kestra Investment Services, Llc | Knoxville | TN | 10/2024 | Present |
| Kestra Advisory Services, Llc | Knoxville | TN | 10/2024 | Present |
Name: SOJOURN WEALTH MANAGEMENT POS: RR NOB: Registered rep activities through Kestra Investment Services INV REL: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/28/2024 ADDRESS: 9041 Executive Park Drive Suite 115, Knoxville TN 37923 DESC: RR Name: KESTRA ADVISORY SERVICES POS: IAR NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/28/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: IAR Name: CHRIST THE KING CHURCH POSITION: Deacon NATURE: Church/Religious Organization INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2025 ADDRESS: 3330 W Wolf Valley Road, Clinton TN 37716, United States DESCRIPTION: Ensure physical needs of the church and church body are met through benevolence, building maintenance, etc. Name: SOJOURN TAX SERVICES POSITION: Tax Advisor NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 09/30/2025 ADDRESS: 9041 Executive Park Drive Suite 115, Knoxville TN 37923, United States DESCRIPTION: Be the point person in helping clients gather their forms, reports, and fill out their annual tax organizer for the CPA. I manage the submission process to the strategic partner who will file their taxes with the IRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-20 |
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