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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
VA RA APPROVED 2024-08-01
  • VA RA
    APPROVED
    Since 2024-08-01

Branch Locations

700 N. Fairfax Suite 240, Alexandria, VA 22314 • United States

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • 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 02/2015 08/2024
Kestra Private Wealth Services, Llc Alexandria VA 08/2024 Present
Kestra Investment Services, Llc Alexandria VA 08/2024 Present
Previous Registrations
  • 2015-06-05 → 2024-08-02
    Alexandria, VA
    St Louis, MO
    Alexandria, VA
    Alexandria, VA
    Alexandria, VA
Other Businesses

Name: HF3 WEALTH PARTNERS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2024 ADDRESS: 700 North Fairfax Street, Suite 240, Alexandria VA 22314 DESCRIPTION: Providing investment advice and financial planning services to individual investors. Name: THREE SEVENTHS, LLC POSITION: Owner NATURE: LLC for tax purposes INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/11/2024 ADDRESS: 700 N Fairfax St, Alexandria, VA 22314-2040, Suite 240, Alexandria VA 22314, United States DESCRIPTION: Used for payments related to tax structure. Name: RACHEL EISENHART POSITION: Owner NATURE: Owner of Individual K accounts INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/24/2025 ADDRESS: 700 N Fairfax St, Alexandria, VA 22314-2040, Suite 240, Alexandria VA 22314, United States DESCRIPTION: I will be managing the accounts, to include placing trades. Name; RACHEL EISENHART POSITION: Volunteer NATURE: Volunteering INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2021 ADDRESS: 100 N Pitt St., Suite 495, Alexandria VA 22314, United States DESCRIPTION: As a CASA volunteer, I am appointed by judges to advocate for children who have been removed from their home because of abuse or neglect. I meet with the child and everyone in the child's life, then make recommendations in the child's best interest directly to the court to ensure the judge understands what the child needs and wants.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-09
  • S66 Uniform Combined State Law Examination
    2015-04-09
Designations
Other Names
  • Rachel Marie Allen

View on SEC IAPD

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