Nelson Shigeo Lutz

Current Employers

Employment History

• 12/2007 → 07/2022
  Suntrust Investment Services, Inc
  Atlanta, GA
• 09/2016 → 07/2022
  Suntrust Advisory Services
  Atlanta, GA
• 07/2022 → Present
  Kestra Investment Services Llc
  Richmond, VA
• 07/2022 → Present
  Kestra Private Wealth Services Llc
  Richmond, VA

Previous Registrations

• 2016-09-28 → 2022-07-05
  Truist Advisory Services, Inc.
  Richmond, VA
  Richmond, VA
  Richmond, VA
  Richmond, VA
  Richmond, VA
  Chesapeake, VA
  Richmond, VA
  Richmond, VA
  Fredericksburg, VA
  Richmond, VA
  Fort Lee, VA
  Colonial Heights, VA
  Colonial Heights, VA
• 2007-12-14 → 2016-12-31
  Truist Investment Services, Inc.
  Richmond, VA
  Richmond, VA
  Richmond, VA
  Richmond, VA
  Richmond, VA
  Richmond, VA
  Richmond, VA
  Richmond, VA
  Richmond, VA
  Chesapeake, VA
  Richmond, VA
  Richmond, VA
  Richmond, VA
  Fredericksburg, VA
  Richmond, VA
  Fort Lee, VA
  Colonial Heights, VA
  Colonial Heights, VA
• 2005-04-04 → 2007-11-29
  Ameriprise Financial Services, Llc
  Richmond, VA
  Richmond, VA

Other Businesses

Name: FREEDOM FIDUCIARY ADVISORS POS: Wealth Advisor- Investment Advisor Representative NOB: Insurance INV REL: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2022 ADDRESS: 6802 Paragon Place, Suite 425, Richmond VA 23230 DESC: Buying and selling securities on behalf of clients including stocks, bonds, mutual funds, ETF's, unit investment trusts, variable annuities, fixed annuities, and fixed index annuities. Will also do financial planning, collateralized lines of credit on investment accounts. Name: TWOTWENTYTWO WEALTH POS: Owner NOB: VA State Corporation Commission Industry Code- General (0) INV REL: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/22/2023 ADDRESS: 5310 Markel Road, Suite 200, Richmond VA 23230 DESC: As an owner only. I perform work for Freedom Fiduciary Advisors and use the LLC for the sole purpose to collect compensation. No functions are performed for TwoTwentyTwo Wealth. NAME: NEW LIFE BOOKS POSITION: I am husband of wife who is starting the business. NATURE: Selling variety of books, non-specific. INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/19/2025 ADDRESS: 11402 Blendon Ln, Richmond VA 23238, United States DESCRIPTION: I am not listed as owner/partner in the business as this will be a standalone activity of my wife. She will also file her own business taxes as it will be listed as her own LLC.

Exams

• S66 Uniform Combined State Law Examination
  2005-04-01