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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 | 2025-03-06 |
| OH | RA | APPROVED | 2024-06-20 |
Branch Locations
2815 Dustin Road Suite A, Oregon, OH 43616 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2015 | 06/2024 |
| Kestra Investment Services, Llc | Oregon | OH | 06/2024 | Present |
| Kestra Private Wealth Services, Llc | Oregon | OH | 06/2024 | Present |
Business Name: ARC PRIVATE WEALTH POSITION: Managing Partner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 06/20/2024 ADDRESS: 2815 Dustin Rd, Suite A, Oregon OH 43616, United States DESCRIPTION: I am a financial advisor. I will help my clients with their financial goals. Business Name: CLEMENT FINANCIAL LLC POSITION: Owner NATURE: Tax entity INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/26/2024 ADDRESS: 11101 Dyke Rd, Curtice OH 43412 DESCRIPTION: Tax entity to cover income and expenses for business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-04 |
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