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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-05-11 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Tampa | FL | 08/2015 | 03/2023 |
| Global Atlantic Distributors, Llc | Hartford | CT | 04/2023 | 01/2026 |
| Global Atlantic Financial Group | Hartford | CT | 04/2023 | 01/2026 |
| Kestra Investment Services, Llc. | Tullahomat | TN | 01/2026 | Present |
| Kestra Private Wealth Services, Llc | Tullahomat | TN | 05/2026 | Present |
Business Name: HIGHLAND RIM WEALTH MANAGEMENT POSITION: IAR NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/02/2026 ADDRESS: 209 NW Atlantic St., Tullahoma TN 37388, United States DESCRIPTION: Sales of insurance product and advise, maintenance, investment advisory planning and services and financial planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-28 |
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