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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-05-03 |
Branch Locations
2727 North Columbia St, Milledgeville, GA 31061 • 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 |
|---|---|---|---|---|
| Proequities, Inc | Milledgeville | GA | 02/2016 | 05/2022 |
| Kestra Investment Services, Llc | Milledgeville | GA | 05/2022 | Present |
| Kestra Advisory Services, Llc | Milledgeville | GA | 05/2022 | Present |
PROTECTIVE FINANCIAL SERVICES POSITION: Client Service Representative NATURE: Admin INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2016 ADDRESS: 2727 North Columbia St, Milledgeville GA 31061, United States DESCRIPTION: Assist FA PROTECTIVE FINANCIAL SERVICES POSITION: Client Service Rep NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/02/2022 ADDRESS: 2727 North Columbia St, Milledgeville GA 31061, United States DESCRIPTION: Assist Rep, provide customer service, process apps KESTRA ADVISORY SERVICES POSITION: Client Service Rep NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/02/2022 ADDRESS: 5707 southwest pkwy, BLDG 2, suite 400, Austin TX 78735, United States DESCRIPTION: Customer service, assist reps, process apps
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-29 |
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