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Current Employers
Kestra Private Wealth Services, Llc

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-01-22
TX RA APPROVED 2025-01-22
  • MO RA
    APPROVED
    Since 2025-01-22
  • TX RA
    APPROVED
    Since 2025-01-22

Branch Locations

657 Spirit Airpark West Drive Suite 104, Chesterfield, MO 63005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services St Louis MO 02/2020 04/2020
Wells Fargo Advisors St Louis MO 01/2018 02/2020
Wells Fargo Advisors St Louis MO 10/2016 01/2018
Wells Fargo St Louis MO 01/2015 10/2016
Edward Jones St Louis MO 04/2020 01/2025
Kestra Investment Services, Llc Chesterfield MO 01/2025 Present
Kestra Private Wealth Services Chesterfield MO 01/2025 Present
  • 02/2020 → 04/2020
    Wells Fargo Clearing Services
    St Louis, MO
  • 01/2018 → 02/2020
    Wells Fargo Advisors
    St Louis, MO
  • 10/2016 → 01/2018
    Wells Fargo Advisors
    St Louis, MO
  • 01/2015 → 10/2016
    Wells Fargo
    St Louis, MO
  • 04/2020 → 01/2025
    St Louis, MO
  • 01/2025 → Present
    Kestra Investment Services, Llc
    Chesterfield, MO
  • 01/2025 → Present
    Kestra Private Wealth Services
    Chesterfield, MO
Previous Registrations
  • 2020-06-15 → 2025-01-27
    St Louis, MO
    Saint Peters, MO
    St Peters, MO
Other Businesses

Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADINBG HOURS: 130 START DATE: 01/22/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: MISSOURI KIDS ORG POSITION: Board Member & Secretary NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020 ADDRESS: PO Box 727, St Peters MO 63376, United States DESCRIPTION: Attend board member meetings, approve items related to our recipients' needs, and assist in the raising of funds through two events. Bus Name: FORT ZUMWALT LACROSSE CLUB POSITION: Lacrosse Coach NATURE: Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 2633 Breckenridge Circle, OFallon MO 63368, United States DESCRIPTION: Perform all necessary duties to coach both freshmen and 12U lacrosse boys for the Fort Zumwalt Lacrosse Club. Practices are two evenings per week and games are on the weekends. Bus Name: 788 KERSTEN WAY POSITION: Homeowner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/16/2023 ADDRESS: 788 Kersten Way, Osage Beach MO 65065, United States DESCRIPTION: Own and operate a rental condo that is on both airbnb and Vrbo. We handle all improvements and repairs. Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/22/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United StatesDESCRIPTION: IAR Bus Name: UNDIVIDED WEALTH MANAGEMENT POSITION: Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/22/2025 ADDRESS: 657 Spirit Airpark West Drive, Chesterfield MO 63005, United States DESCRIPTION: Wealth Advisor focusing on our $1MM and under clients and their best interest.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-13
  • S66 Uniform Combined State Law Examination
    2020-06-13
Other Names
  • John Pettis
  • John Allen Pettis

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