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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-08 |
| TX | RA | APPROVED | 2024-05-08 |
Branch Locations
3983 Northpointe Dr Suite 2, Zanesville, OH 43701 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Zanesville | OH | 10/2006 | 05/2024 |
| Bank Of America, N.A. | Zanesville | OH | 07/2011 | 05/2024 |
| Kestra Investment Services, Llc | Zanesville | OH | 05/2024 | Present |
| Kestra Private Wealth Services, Llc | Zanesville | OH | 05/2024 | Present |
Business Name: ATTAIN WEALTH PARTNERS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/08/2024 ADDRESS: 3983Northpointe Dr, Zanesville OH 43701, United States DESCRIPTION: Holistic Financial Planning Business Name: W.K.T.B. LLC POSITION: Owner/member NATURE: This entity is the name for tax purpose in regards to Attain Wealth Partners INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/09/2024 ADDRESS: 3983-2 Northpointe Dr, Zanesville OH 43701, United States DESCRIPTION: Wealth advisor for Attain Wealth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-21 |
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